| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 58,858 | 5,689,000 | 34.92% | ||
| 2 | CATAWBA CAPITAL MANAGEMENT /VA | 25,308 | 2,446,000 | 15.01% | ||
| 3 | DONALDSON CAPITAL MANAGEMENT, LLC | 12,947 | 1,251,000 | 7.68% | ||
| 4 | ALBION FINANCIAL GROUP /UT | 9,724 | 940,000 | 5.77% | ||
| 5 | GOFEN & GLOSSBERG LLC /IL/ | 8,912 | 861,000 | 5.28% | ||
| 6 | TRUSTMARK BANK TRUST DEPARTMENT | 6,769 | 654,000 | 4.01% | ||
| 7 | CARRET ASSET MANAGEMENT, LLC | 5,582 | 540,000 | 3.31% | ||
| 8 | SOUTH TEXAS MONEY MANAGEMENT LTD | 5,508 | 532,000 | 3.27% | ||
| 9 | W.G. Shaheen & Associates DBA Whitney & Co | 5,126 | 496,000 | 3.04% | ||
| 10 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 4,831 | 467,000 | 2.87% | ||
| 11 | BB&T SECURITIES, LLC | 4,784 | 462,000 | 2.84% | ||
| 12 | FULTON BANK, N.A. | 3,381 | 327,000 | 2.01% | ||
| 13 | Buffington Mohr McNeal | 3,141 | 303,000 | 1.86% | ||
| 14 | Maryland Capital Management | 2,738 | 265,000 | 1.63% | ||
| 15 | Sandy Spring Bank | 2,649 | 256,000 | 1.57% | ||
| 16 | REILLY FINANCIAL ADVISORS, LLC | 2,564 | 248,000 | 1.52% | ||
| 17 | ROTHSCHILD INVESTMENT LLC /IL | 2,467 | 238,000 | 1.46% | ||
| 18 | WILLIAMS JONES & ASSOCIATES LLC | 2,250 | 217,000 | 1.33% | ||
| 19 | MOTCO | 1,035 | 100,000 | 0.61% |
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.
