| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ZWJ INVESTMENT COUNSEL INC | 16,242 | 480,000 | 46.55% | ||
| 2 | HUDSON EDGE INVESTMENT PARTNERS INC. | 9,397 | 278,000 | 26.96% | ||
| 3 | TOWER BRIDGE ADVISORS | 7,729 | 228,463 | 22.15% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 1,187 | 35,000 | 3.39% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 331 | 9,773 | 0.95% |
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.
