| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Greenwich Wealth Management LLC | 41,144 | 1,338,000 | 47.55% | ||
| 2 | Welch Group, LLC | 34,661 | 1,128,000 | 40.09% | ||
| 3 | MARSHWINDS ADVISORY CO | 10,447 | 340,000 | 12.08% | ||
| 4 | Gemmer Asset Management LLC | 259 | 8,000 | 0.28% |
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.
