| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Acropolis Investment Management, LLC | 152,797 | 27,416,000 | 83.33% | ||
| 2 | LBMC INVESTMENT ADVISORS, LLC | 11,529 | 2,069,000 | 6.29% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4,300 | 772,000 | 2.35% | ||
| 4 | COLONY GROUP LLC | 4,029 | 723,000 | 2.20% | ||
| 5 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 3,325 | 597,000 | 1.81% | ||
| 6 | Geneva Advisors, LLC | 2,500 | 449,000 | 1.36% | ||
| 7 | Buffington Mohr McNeal | 1,828 | 328,000 | 1.00% | ||
| 8 | Maryland Capital Management | 1,547 | 278,000 | 0.84% | ||
| 9 | Paradigm Financial Advisors, LLC | 1,482 | 265,000 | 0.81% | ||
| 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.
