| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Whitegate Investment Counselors, Inc. | 15,215 | 869,000 | 91.28% | ||
| 2 | American Research & Management Co. | 525 | 30,000 | 3.15% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 480 | 28,000 | 2.94% | ||
| 4 | Gemmer Asset Management LLC | 322 | 18,000 | 1.89% | ||
| 5 | Vantage Investment Advisors, LLC | 115 | 7,000 | 0.74% |
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.
