| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 379,035 | 18,694,000 | 40.19% | ||
| 2 | NORTH STAR ASSET MANAGEMENT INC | 280,371 | 13,828,000 | 29.73% | ||
| 3 | Janney Montgomery Scott LLC | 218,311 | 10,767,123 | 23.15% | ||
| 4 | CT Financial Advisors LLC | 59,897 | 2,984,081 | 6.42% | ||
| 5 | FIRST NATIONAL TRUST CO | 4,229 | 209,000 | 0.45% | ||
| 6 | TRUST CO OF VERMONT | 716 | 35,000 | 0.08% |
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.
