| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRADITION CAPITAL MANAGEMENT LLC | 7,478 | 238,000 | 86.23% | ||
| 2 | Sandy Spring Bank | 1,185 | 38,000 | 13.77% |
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.