| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 11,549 | 548,000 | 26.33% | ||
| 2 | Endurance Wealth Management, Inc. | 10,202 | 483,000 | 23.21% | ||
| 3 | NORTH STAR ASSET MANAGEMENT INC | 9,639 | 457,000 | 21.96% | ||
| 4 | PARSONS CAPITAL MANAGEMENT INC/RI | 7,257 | 344,000 | 16.53% | ||
| 5 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 4,647 | 220,000 | 10.57% | ||
| 6 | QCI ASSET MANAGEMENT INC/NY | 610 | 29,000 | 1.39% |
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.
