| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOUGLAS LANE & ASSOCIATES, LLC | 2,864,079 | 42,374,000 | 94.22% | ||
| 2 | TRADITION CAPITAL MANAGEMENT LLC | 163,708 | 2,422,000 | 5.39% | ||
| 3 | FULTON BANK, N.A. | 12,000 | 177,000 | 0.39% |
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.
