| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 11,549 | 569,000 | 23.43% | ||
| 2 | Endurance Wealth Management, Inc. | 10,202 | 502,000 | 20.67% | ||
| 3 | NORTH STAR ASSET MANAGEMENT INC | 9,537 | 470,000 | 19.35% | ||
| 4 | PARSONS CAPITAL MANAGEMENT INC/RI | 6,720 | 331,000 | 13.63% | ||
| 5 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 4,647 | 229,000 | 9.43% | ||
| 6 | Janney Montgomery Scott LLC | 4,121 | 203,019 | 8.36% | ||
| 7 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 2,335 | 115,000 | 4.73% | ||
| 8 | QCI ASSET MANAGEMENT INC/NY | 212 | 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.
