| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Acropolis Investment Management, LLC | 151,864 | 26,021,947 | 84.04% | ||
| 2 | LBMC INVESTMENT ADVISORS, LLC | 11,628 | 1,992,000 | 6.43% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4,300 | 737,000 | 2.38% | ||
| 4 | COLONY GROUP LLC | 4,024 | 690,000 | 2.23% | ||
| 5 | Geneva Advisors, LLC | 2,500 | 428,000 | 1.38% | ||
| 6 | RAYNER & HAYNOR | 1,775 | 304,000 | 0.98% | ||
| 7 | Buffington Mohr McNeal | 1,578 | 270,000 | 0.87% | ||
| 8 | Maryland Capital Management | 1,547 | 265,000 | 0.86% | ||
| 9 | Paradigm Financial Advisors, LLC | 1,473 | 253,000 | 0.82% | ||
| 10 | American Research & Management Co. | 18 | 3,000 | 0.01% |
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.
