| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Welch Group, LLC | 2,057 | 105,000 | 52.76% | ||
| 2 | TCI Wealth Advisors, Inc. | 775 | 40,000 | 20.10% | ||
| 3 | Gemmer Asset Management LLC | 559 | 29,000 | 14.57% | ||
| 4 | Tradewinds Capital Management, LLC | 464 | 24,000 | 12.06% | ||
| 5 | DELPHI PRIVATE ADVISORS LLC | 13 | 1,000 | 0.50% |
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.
