| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 75,105 | 810,000 | 70.80% | ||
| 2 | KING LUTHER CAPITAL MANAGEMENT CORP | 24,843 | 268,000 | 23.43% | ||
| 3 | Vantage Investment Advisors, LLC | 2,598 | 28,000 | 2.45% | ||
| 4 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 2,038 | 22,000 | 1.92% | ||
| 5 | Vigilant Capital Management, LLC | 850 | 9,000 | 0.79% | ||
| 6 | Winch Advisory Services, LLC | 650 | 7,000 | 0.61% |
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.
