| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cordasco Financial Network | 203,957 | 857,000 | 45.59% | ||
| 2 | VANGUARD GROUP INC | 94,890 | 398,000 | 21.17% | ||
| 3 | BlackRock Institutional Trust Company, N.A. | 54,499 | 229,000 | 12.18% | ||
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 24,234 | 101,000 | 5.37% | ||
| 5 | BlackRock Fund Advisors | 17,902 | 75,000 | 3.99% | ||
| 6 | NORTHERN TRUST CORP | 12,397 | 52,000 | 2.77% | ||
| 7 | LIDO ADVISORS, LLC | 9,700 | 41,000 | 2.18% | ||
| 8 | Creative Planning | 8,600 | 36,000 | 1.91% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 6,400 | 27,000 | 1.44% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 5,000 | 21,000 | 1.12% | ||
| 11 | Bartlett & Co. LLC | 4,000 | 17,000 | 0.90% | ||
| 12 | UBS Group AG | 2,322 | 10,000 | 0.53% | ||
| 13 | BlackRock Investment Management, LLC | 1,193 | 5,000 | 0.27% | ||
| 14 | Plante Moran Financial Advisors, LLC | 881 | 4,000 | 0.21% | ||
| 15 | ADVISOR GROUP, INC. | 959 | 4,000 | 0.21% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 500 | 2,000 | 0.11% | ||
| 17 | MORGAN STANLEY | 200 | 1,000 | 0.05% | ||
| 18 | Timber Creek Capital Management LLC | 40 | 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.
