| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PRIVATE TRUST CO NA | 1,000 | 26,000 | 0.40% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 9,775 | 253,857 | 3.89% | ||
| 3 | HUNTINGTON NATIONAL BANK | 12,218 | 317,000 | 4.86% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22,418 | 582,000 | 8.91% | ||
| 5 | AMERIPRISE FINANCIAL INC | 24,631 | 640,000 | 9.80% | ||
| 6 | Maryland Capital Management | 61,370 | 1,594,000 | 24.41% | ||
| 7 | ROOSEVELT INVESTMENT GROUP LLC | 120,000 | 3,116,000 | 47.73% |
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.
