| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Dana Investment Advisors, Inc. | 46,552 | 2,918,000 | 42.30% | ||
| 2 | BAR HARBOR WEALTH MANAGEMENT | 41,264 | 2,586,000 | 37.48% | ||
| 3 | PARK NATIONAL CORP /OH/ | 14,760 | 925,157 | 13.41% | ||
| 4 | Polaris Wealth Advisory Group, LLC | 7,165 | 449,000 | 6.51% | ||
| 5 | Gemmer Asset Management LLC | 191 | 12,000 | 0.17% | ||
| 6 | Hirtle Callaghan & Co LLC | 150 | 9,000 | 0.13% |
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.
