| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Greenwich Wealth Management LLC | 285,714 | 8,003,000 | 75.83% | ||
| 2 | Cutler Capital Management, LLC | 38,500 | 1,078,000 | 10.21% | ||
| 3 | Welch Group, LLC | 34,956 | 979,000 | 9.28% | ||
| 4 | MARSHWINDS ADVISORY CO | 14,801 | 415,000 | 3.93% | ||
| 5 | Peachtree Investment Advisors, Inc. | 1,559 | 44,000 | 0.42% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 1,012 | 28,000 | 0.27% | ||
| 7 | Gemmer Asset Management LLC | 233 | 7,000 | 0.07% |
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.
