| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Acropolis Investment Management, LLC | 219,251 | 45,014,000 | 93.26% | ||
| 2 | Paradigm Financial Advisors, LLC | 4,069 | 835,000 | 1.73% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3,287 | 675,000 | 1.40% | ||
| 4 | CORNERCAP INVESTMENT COUNSEL INC | 3,004 | 617,000 | 1.28% | ||
| 5 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 2,777 | 570,000 | 1.18% | ||
| 6 | Buffington Mohr McNeal | 2,638 | 542,000 | 1.12% | ||
| 7 | Capital Directions Investment Advisors, LLC | 50 | 10,000 | 0.02% | ||
| 8 | American Research & Management Co. | 19 | 4,000 | 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.
