| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 0 | 0.00% | ||
| 2 | QCI ASSET MANAGEMENT INC/NY | 139 | 4,000 | 0.02% | ||
| 3 | JAMES INVESTMENT RESEARCH, INC. | 347 | 11,000 | 0.07% | ||
| 4 | Bollard Group LLC | 617 | 19,000 | 0.11% | ||
| 5 | 1834 INVESTMENT ADVISORS CO | 7,508 | 237,000 | 1.43% | ||
| 6 | ROTHSCHILD INVESTMENT LLC /IL | 7,829 | 247,000 | 1.49% | ||
| 7 | MONETARY MANAGEMENT GROUP INC | 8,619 | 272,000 | 1.64% | ||
| 8 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 12,399 | 392,000 | 2.36% | ||
| 9 | Sequent Asset Management, LLC | 19,344 | 611,000 | 3.68% | ||
| 10 | KCM INVESTMENT ADVISORS LLC | 21,436 | 677,000 | 4.08% | ||
| 11 | Hugh Johnson Advisors LLC | 23,271 | 735,000 | 4.43% | ||
| 12 | Stillwater Investment Management, LLC | 26,284 | 831,000 | 5.01% | ||
| 13 | PROFFITT & GOODSON INC | 40,008 | 1,264,000 | 7.62% | ||
| 14 | Veritable, L.P. | 101,815 | 3,217,000 | 19.39% | ||
| 15 | ALBION FINANCIAL GROUP /UT | 255,563 | 8,076,000 | 48.67% |
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.
