| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Nelson Capital Management, LLC | 160 | 2,000 | 28.47% | ||
| 2 | West Oak Capital, LLC | 106 | 1,325 | 18.86% | ||
| 3 | Mercer Capital Advisers, Inc. | 102 | 1,000 | 14.23% | ||
| 4 | Burt Wealth Advisors | 27 | 1,000 | 14.23% | ||
| 5 | Gemmer Asset Management LLC | 44 | 1,000 | 14.23% | ||
| 6 | CT Financial Advisors LLC | 54 | 675 | 9.61% | ||
| 7 | SONORA INVESTMENT MANAGEMENT, LLC | 2 | 25 | 0.36% | ||
| 8 | Vantage Investment Advisors, LLC | 25 | 0 | 0.00% | ||
| 9 | Lenox Wealth Management, Inc. | 2 | 0 | 0.00% | ||
| 10 | American Research & Management Co. | 27 | 0 | 0.00% | ||
| 11 | America First Investment Advisors, LLC | 8 | 0 | 0.00% | ||
| 12 | Cypress Capital Management LLC (WY) | 4 | 0 | 0.00% | ||
| 13 | MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 2 | 0 | 0.00% |
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.
