| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 987 | 96,000 | 0.72% | ||
| 2 | Sandy Spring Bank | 1,130 | 110,000 | 0.83% | ||
| 3 | WILLIAMS JONES & ASSOCIATES LLC | 2,127 | 207,000 | 1.56% | ||
| 4 | TELEMUS CAPITAL, LLC | 2,350 | 228,000 | 1.71% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 2,438 | 237,000 | 1.78% | ||
| 6 | Buffington Mohr McNeal | 3,141 | 305,000 | 2.29% | ||
| 7 | FULTON BANK, N.A. | 3,381 | 329,000 | 2.47% | ||
| 8 | W.G. Shaheen & Associates DBA Whitney & Co | 3,932 | 382,000 | 2.87% | ||
| 9 | GOFEN & GLOSSBERG LLC /IL/ | 4,078 | 396,000 | 2.98% | ||
| 10 | SOUTH TEXAS MONEY MANAGEMENT LTD | 4,146 | 403,000 | 3.03% | ||
| 11 | CARRET ASSET MANAGEMENT, LLC | 5,429 | 528,000 | 3.97% | ||
| 12 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 5,801 | 564,000 | 4.24% | ||
| 13 | TRUSTMARK BANK TRUST DEPARTMENT | 6,769 | 658,000 | 4.94% | ||
| 14 | ALBION FINANCIAL GROUP /UT | 9,699 | 942,000 | 7.08% | ||
| 15 | DONALDSON CAPITAL MANAGEMENT, LLC | 13,065 | 1,270,000 | 9.54% | ||
| 16 | CATAWBA CAPITAL MANAGEMENT /VA | 22,731 | 2,209,000 | 16.60% | ||
| 17 | NEVILLE RODIE & SHAW INC | 45,749 | 4,445,000 | 33.40% |
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.
