| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Willingdon Wealth Management | 6,205 | 322,000 | 0.27% | ||
| 2 | Huntington Steele LLC | 7,235 | 375,000 | 0.31% | ||
| 3 | FIRST FOUNDATION ADVISORS | 7,673 | 398,000 | 0.33% | ||
| 4 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 11,490 | 596,000 | 0.50% | ||
| 5 | RONALD BLUE & CO LLC | 39,108 | 2,029,000 | 1.69% | ||
| 6 | BOSTON RESEARCH & MANAGEMENT INC | 43,293 | 2,246,000 | 1.88% | ||
| 7 | FARR MILLER & WASHINGTON LLC/DC | 59,184 | 3,071,000 | 2.56% | ||
| 8 | MAI Capital Management | 128,342 | 6,660,000 | 5.56% | ||
| 9 | Ancora Advisors LLC | 140,816 | 7,307,000 | 6.10% | ||
| 10 | PROBITY ADVISORS, INC. | 142,507 | 7,395,000 | 6.18% | ||
| 11 | SENTINEL TRUST CO LBA | 439,347 | 22,798,000 | 19.04% | ||
| 12 | FOSTER DYKEMA CABOT & CO INC/MA | 539,041 | 27,971,000 | 23.36% | ||
| 13 | Crestwood Advisors Group, LLC | 743,230 | 38,566,000 | 32.21% |
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.
