| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 1,035 | 100,000 | 0.59% | ||
| 2 | Sandy Spring Bank | 1,755 | 170,000 | 1.00% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 2,467 | 239,000 | 1.41% | ||
| 4 | Buffington Mohr McNeal | 3,141 | 305,000 | 1.80% | ||
| 5 | FULTON BANK, N.A. | 3,381 | 328,000 | 1.93% | ||
| 6 | BOSTON FINANCIAL MANGEMENT LLC | 3,507 | 340,000 | 2.00% | ||
| 7 | MERITAGE PORTFOLIO MANAGEMENT | 3,752 | 364,000 | 2.14% | ||
| 8 | SOUTH TEXAS MONEY MANAGEMENT LTD | 3,754 | 364,000 | 2.14% | ||
| 9 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 4,831 | 469,000 | 2.76% | ||
| 10 | CARRET ASSET MANAGEMENT, LLC | 5,582 | 542,000 | 3.19% | ||
| 11 | W.G. Shaheen & Associates DBA Whitney & Co | 5,698 | 553,000 | 3.26% | ||
| 12 | TRUSTMARK BANK TRUST DEPARTMENT | 6,769 | 657,000 | 3.87% | ||
| 13 | GOFEN & GLOSSBERG LLC /IL/ | 8,679 | 842,000 | 4.96% | ||
| 14 | ALBION FINANCIAL GROUP /UT | 9,726 | 944,000 | 5.56% | ||
| 15 | DONALDSON CAPITAL MANAGEMENT, LLC | 12,400 | 1,203,000 | 7.08% | ||
| 16 | WEALTHPLAN PARTNERS, LLC | 14,109 | 1,368,955 | 8.06% | ||
| 17 | CATAWBA CAPITAL MANAGEMENT /VA | 25,166 | 2,442,000 | 14.38% | ||
| 18 | NEVILLE RODIE & SHAW INC | 59,304 | 5,754,000 | 33.88% |
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.
