| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 51,119 | 4,888,000 | 31.68% | ||
| 2 | Janney Montgomery Scott LLC | 30,376 | 2,904,203 | 18.82% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 21,551 | 2,060,000 | 13.35% | ||
| 4 | TRUSTMARK BANK TRUST DEPARTMENT | 9,845 | 941,000 | 6.10% | ||
| 5 | ALBION FINANCIAL GROUP /UT | 9,010 | 861,000 | 5.58% | ||
| 6 | CARRET ASSET MANAGEMENT, LLC | 7,751 | 741,000 | 4.80% | ||
| 7 | BECK MACK & OLIVER LLC | 7,060 | 675,000 | 4.37% | ||
| 8 | WOODMONT INVESTMENT COUNSEL LLC | 5,146 | 492,000 | 3.19% | ||
| 9 | Buffington Mohr McNeal | 5,046 | 482,000 | 3.12% | ||
| 10 | Fisher Asset Management, LLC | 3,883 | 371,000 | 2.40% | ||
| 11 | FULTON BANK, N.A. | 3,381 | 323,000 | 2.09% | ||
| 12 | GOFEN & GLOSSBERG LLC /IL/ | 3,108 | 305,000 | 1.98% | ||
| 13 | PARSONS CAPITAL MANAGEMENT INC/RI | 3,164 | 303,000 | 1.96% | ||
| 14 | Sandy Spring Bank | 865 | 83,000 | 0.54% |
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.
