| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 49,509 | 5,331,000 | 32.77% | ||
| 2 | CATAWBA CAPITAL MANAGEMENT /VA | 25,022 | 2,694,000 | 16.56% | ||
| 3 | BOSTON FINANCIAL MANGEMENT LLC | 16,329 | 1,758,000 | 10.81% | ||
| 4 | DONALDSON CAPITAL MANAGEMENT, LLC | 12,265 | 1,321,000 | 8.12% | ||
| 5 | ALBION FINANCIAL GROUP /UT | 8,782 | 946,000 | 5.81% | ||
| 6 | GOFEN & GLOSSBERG LLC /IL/ | 8,682 | 935,000 | 5.75% | ||
| 7 | TRUSTMARK BANK TRUST DEPARTMENT | 6,520 | 702,000 | 4.31% | ||
| 8 | CARRET ASSET MANAGEMENT, LLC | 6,426 | 692,000 | 4.25% | ||
| 9 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 3,831 | 413,000 | 2.54% | ||
| 10 | WILLIAMS JONES & ASSOCIATES LLC | 3,594 | 387,000 | 2.38% | ||
| 11 | FULTON BANK, N.A. | 3,381 | 364,000 | 2.24% | ||
| 12 | WOODSTOCK CORP | 2,240 | 241,000 | 1.48% | ||
| 13 | Arvest Bank Trust Division | 1,945 | 209,000 | 1.28% | ||
| 14 | Sandy Spring Bank | 1,410 | 152,000 | 0.93% | ||
| 15 | MOTCO | 1,071 | 115,000 | 0.71% | ||
| 16 | MassMutual Private Wealth & Trust, FSB | 84 | 9,045 | 0.06% |
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.
