| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 50,201 | 4,943,000 | 30.77% | ||
| 2 | CATAWBA CAPITAL MANAGEMENT /VA | 27,156 | 2,674,000 | 16.64% | ||
| 3 | BOSTON FINANCIAL MANGEMENT LLC | 16,951 | 1,669,000 | 10.39% | ||
| 4 | DONALDSON CAPITAL MANAGEMENT, LLC | 12,256 | 1,207,000 | 7.51% | ||
| 5 | ALBION FINANCIAL GROUP /UT | 9,741 | 959,000 | 5.97% | ||
| 6 | GOFEN & GLOSSBERG LLC /IL/ | 8,632 | 850,000 | 5.29% | ||
| 7 | TRUSTMARK BANK TRUST DEPARTMENT | 6,520 | 642,000 | 4.00% | ||
| 8 | CARRET ASSET MANAGEMENT, LLC | 6,401 | 630,000 | 3.92% | ||
| 9 | W.G. Shaheen & Associates DBA Whitney & Co | 5,539 | 545,000 | 3.39% | ||
| 10 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 3,831 | 377,000 | 2.35% | ||
| 11 | FULTON BANK, N.A. | 3,381 | 333,000 | 2.07% | ||
| 12 | Buffington Mohr McNeal | 3,065 | 302,000 | 1.88% | ||
| 13 | WOODSTOCK CORP | 2,722 | 268,000 | 1.67% | ||
| 14 | Fisher Asset Management, LLC | 2,236 | 220,000 | 1.37% | ||
| 15 | APPLETON PARTNERS INC/MA | 2,084 | 205,000 | 1.28% | ||
| 16 | Sandy Spring Bank | 1,385 | 136,000 | 0.85% | ||
| 17 | MOTCO | 1,065 | 105,000 | 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.
