| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 11,549 | 572,000 | 23.40% | ||
| 2 | Endurance Wealth Management, Inc. | 10,202 | 505,000 | 20.66% | ||
| 3 | NORTH STAR ASSET MANAGEMENT INC | 9,587 | 475,000 | 19.43% | ||
| 4 | PARSONS CAPITAL MANAGEMENT INC/RI | 6,720 | 333,000 | 13.62% | ||
| 5 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 4,647 | 230,000 | 9.41% | ||
| 6 | Janney Montgomery Scott LLC | 4,103 | 203,144 | 8.31% | ||
| 7 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 2,335 | 116,000 | 4.75% | ||
| 8 | QCI ASSET MANAGEMENT INC/NY | 211 | 10,000 | 0.41% |
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.
