| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Directions Investment Advisors, LLC | 12,943 | 1,419,000 | 36.06% | ||
| 2 | Welch Group, LLC | 6,595 | 723,000 | 18.37% | SH | |
| 3 | Nelson Capital Management, LLC | 5,775 | 633,000 | 16.09% | ||
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,486 | 602,000 | 15.30% | ||
| 5 | Vantage Investment Advisors, LLC | 2,541 | 279,000 | 7.09% | ||
| 6 | WELCH INVESTMENTS, LLC | 2,269 | 249,000 | 6.33% | ||
| 7 | American Research & Management Co. | 275 | 30,000 | 0.76% |
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.
