| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 42,840 | 4,325,000 | 25.64% | ||
| 2 | Janney Montgomery Scott LLC | 34,420 | 3,475,000 | 20.60% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 23,265 | 2,349,000 | 13.92% | ||
| 4 | DONALDSON CAPITAL MANAGEMENT, LLC | 13,656 | 1,379,000 | 8.17% | ||
| 5 | ALBION FINANCIAL GROUP /UT | 9,010 | 910,000 | 5.39% | ||
| 6 | TRUSTMARK BANK TRUST DEPARTMENT | 6,769 | 683,000 | 4.05% | ||
| 7 | CARRET ASSET MANAGEMENT, LLC | 5,481 | 553,000 | 3.28% | ||
| 8 | FDx Advisors, Inc. | 5,300 | 530,000 | 3.14% | ||
| 9 | Buffington Mohr McNeal | 4,417 | 446,000 | 2.64% | ||
| 10 | GOFEN & GLOSSBERG LLC /IL/ | 4,375 | 442,000 | 2.62% | ||
| 11 | FULTON BANK, N.A. | 3,381 | 341,000 | 2.02% | ||
| 12 | W.G. Shaheen & Associates DBA Whitney & Co | 3,026 | 306,000 | 1.81% | ||
| 13 | SOUTH TEXAS MONEY MANAGEMENT LTD | 2,994 | 302,000 | 1.79% | ||
| 14 | REILLY FINANCIAL ADVISORS, LLC | 2,438 | 246,000 | 1.46% | ||
| 15 | WILLIAMS JONES & ASSOCIATES LLC | 2,127 | 215,000 | 1.27% | ||
| 16 | Sippican Capital Advisors | 2,042 | 206,000 | 1.22% | ||
| 17 | Sandy Spring Bank | 1,130 | 114,000 | 0.68% | ||
| 18 | MOTCO | 489 | 49,000 | 0.29% |
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.
