| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Douglas C. Lane & Associates, Inc. | 1,745,067 | 38,775,000 | 91.93% | ||
| 2 | TRADITION CAPITAL MANAGEMENT LLC | 153,170 | 3,403,000 | 8.07% |
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.
