| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Directions Investment Advisors, LLC | 12,293 | 1,544,000 | 34.60% | ||
| 2 | Nelson Capital Management, LLC | 8,275 | 1,040,000 | 23.31% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,606 | 830,000 | 18.60% | ||
| 4 | Welch Group, LLC | 5,594 | 703,000 | 15.76% | ||
| 5 | Vantage Investment Advisors, LLC | 2,585 | 319,000 | 7.15% | ||
| 6 | American Research & Management Co. | 210 | 26,000 | 0.58% |
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.
