| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sterling Capital Management LLC | 32,000 | 798,000 | 34.38% | ||
| 2 | LaFleur & Godfrey LLC | 19,952 | 498,000 | 21.46% | ||
| 3 | SignalPoint Asset Management, LLC | 12,900 | 322,000 | 13.87% | ||
| 4 | Curi Capital, LLC | 12,301 | 307,000 | 13.23% | ||
| 5 | NEVILLE RODIE & SHAW INC | 11,500 | 287,000 | 12.37% | ||
| 6 | EII CAPITAL MANAGEMENT, INC. | 1,400 | 35,000 | 1.51% | ||
| 7 | REILLY FINANCIAL ADVISORS, LLC | 1,250 | 31,000 | 1.34% | ||
| 8 | ORRSTOWN FINANCIAL SERVICES INC | 1,000 | 25,000 | 1.08% | ||
| 9 | Hanson & Doremus Investment Management | 390 | 10,000 | 0.43% | ||
| 10 | MYCIO WEALTH PARTNERS, LLC | 325 | 8,000 | 0.34% |
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.
