| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Welch Group, LLC | 9,307 | 1,229,000 | 72.64% | ||
| 2 | SHARKEY, HOWES & JAVER | 100 | 198,000 | 11.70% | ||
| 3 | COLONY GROUP LLC | 730 | 96,000 | 5.67% | ||
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 700 | 92,000 | 5.44% | ||
| 5 | Nelson Capital Management, LLC | 585 | 77,000 | 4.55% |
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.
