| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sandy Spring Bank | 1,716 | 64,000 | 1.59% | ||
| 2 | TRADITION CAPITAL MANAGEMENT LLC | 7,478 | 280,000 | 6.96% | ||
| 3 | Janney Montgomery Scott LLC | 11,574 | 435,000 | 10.81% | ||
| 4 | FDx Advisors, Inc. | 86,400 | 3,246,000 | 80.65% |
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.
