| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Acropolis Investment Management, LLC | 161,305 | 29,130,000 | 89.12% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,000 | 903,000 | 2.76% | ||
| 3 | COLONY GROUP LLC | 3,017 | 545,000 | 1.67% | ||
| 4 | LBMC INVESTMENT ADVISORS, LLC | 3,007 | 543,000 | 1.66% | ||
| 5 | GUYASUTA INVESTMENT ADVISORS INC | 2,200 | 397,000 | 1.21% | ||
| 6 | Buffington Mohr McNeal | 1,763 | 318,000 | 0.97% | ||
| 7 | CORNERCAP INVESTMENT COUNSEL INC | 1,672 | 302,000 | 0.92% | ||
| 8 | Maryland Capital Management | 1,547 | 279,000 | 0.85% | ||
| 9 | Paradigm Financial Advisors, LLC | 1,484 | 268,000 | 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.
