| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 55,867 | 1,250,855 | 44.26% | ||
| 2 | Aureus Asset Management, LLC | 26,396 | 591,000 | 20.91% | ||
| 3 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 23,190 | 519,000 | 18.37% | ||
| 4 | ALBION FINANCIAL GROUP /UT | 10,022 | 224,000 | 7.93% | ||
| 5 | TRADITION CAPITAL MANAGEMENT LLC | 9,853 | 220,000 | 7.79% | ||
| 6 | HIGH POINT BANK & TRUST CO | 955 | 21,000 | 0.74% |
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.
