| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Welch Group, LLC | 9,307 | 1,320,000 | 57.87% | ||
| 2 | Barton Investment Management | 3,860 | 547,000 | 23.98% | ||
| 3 | SHARKEY, HOWES & JAVER | 100 | 213,000 | 9.34% | ||
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 835 | 118,000 | 5.17% | ||
| 5 | Nelson Capital Management, LLC | 585 | 83,000 | 3.64% |
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.
