| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Whitegate Investment Counselors, Inc. | 5,005 | 322,000 | 77.78% | ||
| 2 | American Research & Management Co. | 525 | 34,000 | 8.21% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 455 | 30,000 | 7.25% | ||
| 4 | Gemmer Asset Management LLC | 322 | 21,000 | 5.07% | ||
| 5 | Vantage Investment Advisors, LLC | 116 | 7,000 | 1.69% |
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.
