| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Douglas C. Lane & Associates, Inc. | 2,672,425 | 34,848,000 | 92.63% | ||
| 2 | TRADITION CAPITAL MANAGEMENT LLC | 202,643 | 2,642,000 | 7.02% | ||
| 3 | FULTON BANK, N.A. | 10,000 | 131,000 | 0.35% |
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.
