| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 11,549 | 596,000 | 28.60% | ||
| 2 | Endurance Wealth Management, Inc. | 10,202 | 526,000 | 25.24% | ||
| 3 | PARSONS CAPITAL MANAGEMENT INC/RI | 6,720 | 347,000 | 16.65% | ||
| 4 | NORTH STAR ASSET MANAGEMENT INC | 5,459 | 282,000 | 13.53% | ||
| 5 | Janney Montgomery Scott LLC | 3,914 | 201,892 | 9.69% | ||
| 6 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 2,335 | 120,000 | 5.76% | ||
| 7 | QCI ASSET MANAGEMENT INC/NY | 213 | 11,000 | 0.53% |
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.
