| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Greenwich Wealth Management LLC | 41,144 | 1,189,000 | 43.24% | ||
| 2 | Welch Group, LLC | 34,848 | 1,007,000 | 36.62% | ||
| 3 | MARSHWINDS ADVISORY CO | 10,497 | 303,000 | 11.02% | ||
| 4 | Cutler Capital Management, LLC | 8,500 | 245,000 | 8.91% | ||
| 5 | Gemmer Asset Management LLC | 221 | 6,000 | 0.22% |
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.
