| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 22,507 | 558,000 | 29.00% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 17,248 | 428,000 | 22.24% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 11,855 | 294,000 | 15.28% | ||
| 4 | Vision Capital Management, Inc. | 8,512 | 211,000 | 10.96% | ||
| 5 | Buffington Mohr McNeal | 7,571 | 188,000 | 9.77% | ||
| 6 | CT Financial Advisors LLC | 5,377 | 133,406 | 6.93% | ||
| 7 | GLENMEDE TRUST CO NA | 4,546 | 112,000 | 5.82% |
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.
