| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DAVIDSON & GARRARD INC | 181,594 | 4,066,000 | 43.12% | ||
| 2 | HUNTINGTON NATIONAL BANK | 80,000 | 1,791,000 | 19.00% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 69,120 | 1,547,596 | 16.41% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 29,323 | 657,000 | 6.97% | ||
| 5 | WESBANCO BANK INC | 18,625 | 417,000 | 4.42% | ||
| 6 | NEVILLE RODIE & SHAW INC | 14,900 | 334,000 | 3.54% | ||
| 7 | REILLY FINANCIAL ADVISORS, LLC | 10,550 | 236,000 | 2.50% | ||
| 8 | CITY NATIONAL BANK | 10,000 | 224,000 | 2.38% | ||
| 9 | AMERIPRISE FINANCIAL INC | 6,350 | 142,000 | 1.51% | ||
| 10 | PRIVATE TRUST CO NA | 625 | 14,000 | 0.15% |
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.
