| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 800 | 1,655,000 | 40.00% | ||
| 2 | Destination Wealth Management | 700 | 1,448,000 | 35.00% | ||
| 3 | Stellar Capital Management, LLC | 2 | 414,000 | 10.01% | ||
| 4 | VESTOR CAPITAL, LLC | 100 | 207,000 | 5.00% | ||
| 5 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 100 | 207,000 | 5.00% | ||
| 6 | Welch Group, LLC | 100 | 206,000 | 4.98% |
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.
