| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BRAUN STACEY ASSOCIATES INC | 103,728 | 12,998,000 | 29.95% | ||
| 2 | VALLEY WEALTH MANAGERS, INC. | 97,083 | 12,166,000 | 28.03% | ||
| 3 | ZWJ INVESTMENT COUNSEL INC | 76,848 | 9,630,000 | 22.19% | ||
| 4 | Braver Wealth Management, LLC | 23,220 | 2,910,000 | 6.71% | ||
| 5 | STERLING INVESTMENT MANAGEMENT, LLC | 11,440 | 1,434,000 | 3.30% | ||
| 6 | Acropolis Investment Management, LLC | 8,436 | 1,057,000 | 2.44% | ||
| 7 | BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 7,700 | 965,000 | 2.22% | ||
| 8 | Atlantic Union Bankshares Corp | 4,755 | 596,000 | 1.37% | ||
| 9 | IMA Advisory Services, Inc. | 4,016 | 503,000 | 1.16% | ||
| 10 | MORRIS CAPITAL ADVISORS, LLC | 2,820 | 353,000 | 0.81% | ||
| 11 | HL FINANCIAL SERVICES LLC | 2,577 | 323,000 | 0.74% | ||
| 12 | BAR HARBOR WEALTH MANAGEMENT | 1,837 | 230,000 | 0.53% | ||
| 13 | SECURITY NATIONAL TRUST CO | 950 | 119,000 | 0.27% | ||
| 14 | Gemmer Asset Management LLC | 364 | 46,000 | 0.11% | ||
| 15 | Lenox Wealth Management, Inc. | 268 | 34,000 | 0.08% | ||
| 16 | VALLEY NATIONAL ADVISERS INC | 236 | 30,000 | 0.07% | ||
| 17 | TRUST CO | 23 | 3,000 | 0.01% |
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.
