| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BRAUN STACEY ASSOCIATES INC | 206,818 | 18,955,000 | 56.94% | ||
| 2 | HOWLAND CAPITAL MANAGEMENT LLC | 72,967 | 6,687,000 | 20.09% | ||
| 3 | Absolute Return Capital, LLC | 48,122 | 4,410,000 | 13.25% | ||
| 4 | Sandy Spring Bank | 28,728 | 2,633,000 | 7.91% | ||
| 5 | Constellation Investments, Inc. | 3,000 | 275,000 | 0.83% | ||
| 6 | NatWest Group plc | 2,590 | 237,000 | 0.71% | ||
| 7 | Manchester Capital Management LLC | 1,020 | 93,000 | 0.28% | ||
| 8 | TOMPKINS FINANCIAL CORP | 11 | 1,000 | 0.00% |
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.
