| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GLENMEDE TRUST CO NA | 2,240 | 52,000 | 2.90% | ||
| 2 | CT Financial Advisors LLC | 4,957 | 116,927 | 6.53% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 5,635 | 133,000 | 7.43% | ||
| 4 | DONALDSON CAPITAL MANAGEMENT, LLC | 11,227 | 265,000 | 14.80% | ||
| 5 | CATAWBA CAPITAL MANAGEMENT /VA | 11,855 | 280,000 | 15.63% | ||
| 6 | Vision Capital Management, Inc. | 12,802 | 302,000 | 16.86% | ||
| 7 | ROTHSCHILD INVESTMENT LLC /IL | 27,211 | 642,000 | 35.85% |
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.
