| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 987 | 101,000 | 0.60% | ||
| 2 | Sandy Spring Bank | 1,130 | 115,000 | 0.68% | ||
| 3 | INTERACTIVE FINANCIAL ADVISORS, INC. | 1,348 | 137,000 | 0.81% | ||
| 4 | Sippican Capital Advisors | 2,042 | 208,000 | 1.24% | ||
| 5 | WILLIAMS JONES & ASSOCIATES LLC | 2,127 | 217,000 | 1.29% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 2,438 | 249,000 | 1.48% | ||
| 7 | Buffington Mohr McNeal | 3,141 | 320,000 | 1.90% | ||
| 8 | FULTON BANK, N.A. | 3,381 | 345,000 | 2.05% | ||
| 9 | W.G. Shaheen & Associates DBA Whitney & Co | 3,515 | 358,000 | 2.13% | ||
| 10 | SOUTH TEXAS MONEY MANAGEMENT LTD | 3,760 | 384,000 | 2.28% | ||
| 11 | GOFEN & GLOSSBERG LLC /IL/ | 4,116 | 420,000 | 2.50% | ||
| 12 | CARRET ASSET MANAGEMENT, LLC | 5,162 | 526,000 | 3.13% | ||
| 13 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 5,801 | 591,000 | 3.51% | ||
| 14 | TRUSTMARK BANK TRUST DEPARTMENT | 6,769 | 690,000 | 4.10% | ||
| 15 | ALBION FINANCIAL GROUP /UT | 9,010 | 919,000 | 5.46% | ||
| 16 | DONALDSON CAPITAL MANAGEMENT, LLC | 12,846 | 1,310,000 | 7.79% | ||
| 17 | CATAWBA CAPITAL MANAGEMENT /VA | 23,129 | 2,358,000 | 14.01% | ||
| 18 | Janney Montgomery Scott LLC | 30,376 | 2,904,203 | 17.26% | ||
| 19 | NEVILLE RODIE & SHAW INC | 45,824 | 4,673,000 | 27.77% |
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.
