| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 51,372 | 5,245,000 | 32.25% | ||
| 2 | CATAWBA CAPITAL MANAGEMENT /VA | 26,184 | 2,673,000 | 16.44% | ||
| 3 | DONALDSON CAPITAL MANAGEMENT, LLC | 11,983 | 1,223,000 | 7.52% | ||
| 4 | ALBION FINANCIAL GROUP /UT | 9,726 | 993,000 | 6.11% | ||
| 5 | GOFEN & GLOSSBERG LLC /IL/ | 8,656 | 884,000 | 5.44% | ||
| 6 | BOSTON FINANCIAL MANGEMENT LLC | 7,791 | 795,000 | 4.89% | ||
| 7 | TRUSTMARK BANK TRUST DEPARTMENT | 6,769 | 691,000 | 4.25% | ||
| 8 | Fisher Asset Management, LLC | 5,751 | 587,000 | 3.61% | ||
| 9 | CARRET ASSET MANAGEMENT, LLC | 5,582 | 570,000 | 3.51% | ||
| 10 | W.G. Shaheen & Associates DBA Whitney & Co | 5,485 | 560,000 | 3.44% | ||
| 11 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 3,831 | 391,000 | 2.40% | ||
| 12 | FULTON BANK, N.A. | 3,381 | 345,000 | 2.12% | ||
| 13 | Buffington Mohr McNeal | 3,141 | 320,000 | 1.97% | ||
| 14 | WOODSTOCK CORP | 2,640 | 270,000 | 1.66% | ||
| 15 | SOUTH TEXAS MONEY MANAGEMENT LTD | 2,144 | 219,000 | 1.35% | ||
| 16 | APPLETON PARTNERS INC/MA | 2,063 | 211,000 | 1.30% | ||
| 17 | Sandy Spring Bank | 1,755 | 179,000 | 1.10% | ||
| 18 | MOTCO | 1,035 | 106,000 | 0.65% |
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.
