| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Welch Group, LLC | 8,831 | 1,202,000 | 34.02% | ||
| 2 | ARKANSAS FINANCIAL GROUP, INC. | 8,164 | 1,111,000 | 31.45% | ||
| 3 | Barton Investment Management | 3,860 | 525,000 | 14.86% | ||
| 4 | Courage Miller Partners, LLC | 2,900 | 395,000 | 11.18% | ||
| 5 | SHARKEY, HOWES & JAVER | 100 | 205,000 | 5.80% | ||
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 700 | 95,000 | 2.69% |
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.
