| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRUST CO OF VERMONT | 593,000 | 22,000 | 61.11% | ||
| 2 | Geneva Advisors, LLC | 136,175 | 6,000 | 16.67% | ||
| 3 | Tufton Capital Management | 100,700 | 4,000 | 11.11% | ||
| 4 | IFP ADVISORS, INC | 114,130 | 4,000 | 11.11% |
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.