| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cannell & Spears LLC | 67,629 | 1,932,000 | 25.27% | ||
| 2 | INTEGRATED WEALTH MANAGEMENT | 64,525 | 1,843,000 | 24.11% | ||
| 3 | DIMENSIONAL FUND ADVISORS LP | 29,181 | 834,000 | 10.91% | ||
| 4 | TRUST CO OF VERMONT | 28,215 | 806,000 | 10.54% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 17,370 | 496,000 | 6.49% | ||
| 6 | Cardinal Capital Management | 12,368 | 353,000 | 4.62% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 12,000 | 342,000 | 4.47% | ||
| 8 | VANGUARD GROUP INC | 9,339 | 267,000 | 3.49% | ||
| 9 | UBS Group AG | 8,012 | 229,000 | 3.00% | ||
| 10 | Commonwealth Equity Services, Inc | 7,567 | 216,000 | 2.83% | ||
| 11 | ROYAL BANK OF CANADA | 3,600 | 103,000 | 1.35% | ||
| 12 | MORGAN STANLEY | 3,538 | 101,000 | 1.32% | ||
| 13 | Segantii Capital Management Ltd | 1,227 | 35,000 | 0.46% | ||
| 14 | BANK OF AMERICA CORP /DE/ | 1,000 | 29,000 | 0.38% | ||
| 15 | BlackRock Fund Advisors | 687 | 20,000 | 0.26% | ||
| 16 | BlackRock Investment Management, LLC | 675 | 19,000 | 0.25% | ||
| 17 | Clean Yield Group | 450 | 13,000 | 0.17% | ||
| 18 | DEUTSCHE BANK AG\ | 200 | 5,000 | 0.07% | ||
| 19 | PRENTISS SMITH & CO INC | 78 | 2,000 | 0.03% | ||
| 20 | WELLS FARGO & COMPANY/MN | 0 | 0 | 0.00% |
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.
