| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Hugh Johnson Advisors LLC | 228,194 | 4,775,000 | 42.05% | ||
| 2 | Leonetti & Associates, LLC | 161,600 | 3,381,000 | 29.77% | ||
| 3 | World Asset Management Inc | 59,261 | 1,240,000 | 10.92% | ||
| 4 | Convergence Investment Partners, LLC | 47,840 | 1,001,000 | 8.81% | ||
| 5 | Barry Investment Advisors, LLC | 25,371 | 531,000 | 4.68% | ||
| 6 | Colonial Trust Advisors | 20,450 | 428,000 | 3.77% |
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.
