| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | First American Bank | 74,723 | 1,512,000 | 62.38% | ||
| 2 | CATAWBA CAPITAL MANAGEMENT /VA | 11,927 | 241,000 | 9.94% | ||
| 3 | Fisher Asset Management, LLC | 11,507 | 233,000 | 9.61% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 7,481 | 151,000 | 6.23% | ||
| 5 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 6,870 | 139,000 | 5.74% | ||
| 6 | Buffington Mohr McNeal | 6,428 | 130,000 | 5.36% | ||
| 7 | WEALTHPLAN PARTNERS, LLC | 875 | 17,698 | 0.73% |
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.
