| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LaFleur & Godfrey LLC | 17,396 | 422,000 | 32.02% | ||
| 2 | SignalPoint Asset Management, LLC | 12,900 | 313,000 | 23.75% | ||
| 3 | NEVILLE RODIE & SHAW INC | 11,500 | 279,000 | 21.17% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10,742 | 261,000 | 19.80% | ||
| 5 | ORRSTOWN FINANCIAL SERVICES INC | 1,000 | 24,000 | 1.82% | ||
| 6 | EII CAPITAL MANAGEMENT, INC. | 600 | 15,000 | 1.14% | ||
| 7 | Estabrook Capital Management | 86 | 2,087 | 0.16% | ||
| 8 | INTELLECTUS PARTNERS, LLC | 78 | 2,000 | 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.
