| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windsor Financial Group, LLC | 192,760 | 4,272,000 | 26.20% | ||
| 2 | TOWER BRIDGE ADVISORS | 187,627 | 4,157,814 | 25.50% | ||
| 3 | LaFleur & Godfrey LLC | 132,643 | 2,939,000 | 18.02% | ||
| 4 | TRUST CO OF VERMONT | 94,353 | 2,091,000 | 12.82% | ||
| 5 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 60,800 | 1,347,000 | 8.26% | ||
| 6 | Janney Montgomery Scott LLC | 53,870 | 1,193,759 | 7.32% | ||
| 7 | HOLLENCREST CAPITAL MANAGEMENT | 12,700 | 281,000 | 1.72% | ||
| 8 | Hirtle Callaghan & Co LLC | 1,159 | 26,000 | 0.16% |
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.
