| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Acropolis Investment Management, LLC | 163,088 | 30,725,779 | 86.12% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,875 | 1,295,000 | 3.63% | ||
| 3 | COLONY GROUP LLC | 3,024 | 570,000 | 1.60% | ||
| 4 | LBMC INVESTMENT ADVISORS, LLC | 3,007 | 567,000 | 1.59% | ||
| 5 | Wealth Architects, LLC | 2,900 | 546,000 | 1.53% | ||
| 6 | GUYASUTA INVESTMENT ADVISORS INC | 2,200 | 414,000 | 1.16% | ||
| 7 | Paradigm Financial Advisors, LLC | 2,007 | 378,000 | 1.06% | ||
| 8 | Buffington Mohr McNeal | 1,819 | 343,000 | 0.96% | ||
| 9 | CORNERCAP INVESTMENT COUNSEL INC | 1,672 | 315,000 | 0.88% | ||
| 10 | Maryland Capital Management | 1,662 | 313,000 | 0.88% | ||
| 11 | D'Orazio & Associates, Inc. | 1,106 | 208,000 | 0.58% | ||
| 12 | 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.
