| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | West Oak Capital, LLC | 106 | 2,257 | 35.32% | ||
| 2 | Mercer Capital Advisers, Inc. | 102 | 2,000 | 31.29% | ||
| 3 | Gemmer Asset Management LLC | 44 | 1,000 | 15.65% | ||
| 4 | Burt Wealth Advisors | 3 | 1,000 | 15.65% | ||
| 5 | Cypress Capital Management LLC (WY) | 4 | 91 | 1.42% | ||
| 6 | SONORA INVESTMENT MANAGEMENT, LLC | 2 | 43 | 0.67% | ||
| 7 | American Research & Management Co. | 11 | 0 | 0.00% | ||
| 8 | America First Investment Advisors, LLC | 8 | 0 | 0.00% | ||
| 9 | Lenox Wealth Management, Inc. | 2 | 0 | 0.00% | ||
| 10 | MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 2 | 0 | 0.00% | ||
| 11 | Vantage Investment Advisors, LLC | 22 | 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.
