| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MONETARY MANAGEMENT GROUP INC | 500 | 42,000 | 0.13% | ||
| 2 | SCHALLER INVESTMENT GROUP INC | 2,500 | 211,000 | 0.65% | ||
| 3 | TIRSCHWELL & LOEWY INC | 2,600 | 219,000 | 0.67% | ||
| 4 | Scott & Selber, Inc. | 2,935 | 247,000 | 0.76% | ||
| 5 | Jacobus Wealth Management, Inc. | 5,274 | 444,000 | 1.36% | ||
| 6 | Liberty Capital Management, Inc. | 10,850 | 914,000 | 2.80% | ||
| 7 | Columbia Asset Management | 11,076 | 933,000 | 2.86% | ||
| 8 | BEACON FINANCIAL GROUP | 16,772 | 1,153,000 | 3.53% | ||
| 9 | Parametric Risk Advisors LLC | 63,000 | 5,307,000 | 16.26% | ||
| 10 | Palisade Asset Management, LLC | 134,508 | 11,331,000 | 34.72% | ||
| 11 | Paragon Capital Management LLC | 140,485 | 11,834,000 | 36.26% |
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.
