| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | First American Bank | 74,626 | 1,581,000 | 58.30% | ||
| 2 | Janney Montgomery Scott LLC | 16,070 | 337,954 | 12.46% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 12,231 | 259,000 | 9.55% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 11,927 | 253,000 | 9.33% | ||
| 5 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 6,870 | 146,000 | 5.38% | ||
| 6 | Buffington Mohr McNeal | 6,380 | 135,000 | 4.98% |
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.
