| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Directions Investment Advisors, LLC | 12,293 | 1,555,000 | 34.28% | ||
| 2 | Nelson Capital Management, LLC | 8,275 | 1,047,000 | 23.08% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,606 | 836,000 | 18.43% | ||
| 4 | Welch Group, LLC | 5,434 | 687,000 | 15.15% | SH | |
| 5 | Vantage Investment Advisors, LLC | 3,199 | 405,000 | 8.93% | ||
| 6 | American Research & Management Co. | 50 | 6,000 | 0.13% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
