| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Whitegate Investment Counselors, Inc. | 14,765 | 914,000 | 85.34% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,484 | 89,000 | 8.31% | ||
| 3 | American Research & Management Co. | 725 | 44,000 | 4.11% | ||
| 4 | Gemmer Asset Management LLC | 322 | 19,000 | 1.77% | ||
| 5 | Vantage Investment Advisors, LLC | 88 | 5,000 | 0.47% |
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.
