| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 43,085 | 4,356,000 | 25.97% | ||
| 2 | Janney Montgomery Scott LLC | 34,291 | 3,466,784 | 20.67% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 22,269 | 2,251,000 | 13.42% | ||
| 4 | DONALDSON CAPITAL MANAGEMENT, LLC | 18,136 | 1,834,000 | 10.93% | ||
| 5 | ALBION FINANCIAL GROUP /UT | 9,010 | 911,000 | 5.43% | ||
| 6 | TRUSTMARK BANK TRUST DEPARTMENT | 8,840 | 894,000 | 5.33% | ||
| 7 | CARRET ASSET MANAGEMENT, LLC | 8,326 | 842,000 | 5.02% | ||
| 8 | WOODMONT INVESTMENT COUNSEL LLC | 5,146 | 520,000 | 3.10% | ||
| 9 | Buffington Mohr McNeal | 4,418 | 447,000 | 2.66% | ||
| 10 | FULTON BANK, N.A. | 3,381 | 342,000 | 2.04% | ||
| 11 | GOFEN & GLOSSBERG LLC /IL/ | 2,967 | 300,000 | 1.79% | ||
| 12 | W.G. Shaheen & Associates DBA Whitney & Co | 2,668 | 270,000 | 1.61% | ||
| 13 | WILLIAMS JONES & ASSOCIATES LLC | 2,514 | 254,000 | 1.51% | ||
| 14 | Sandy Spring Bank | 865 | 87,000 | 0.52% |
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.
