| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GLENMEDE TRUST CO NA | 24,683 | 1,267,000 | 34.88% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 17,501 | 898,660 | 24.74% | ||
| 3 | FULTON BANK, N.A. | 12,417 | 638,000 | 17.56% | ||
| 4 | CARRET ASSET MANAGEMENT, LLC | 10,225 | 525,000 | 14.45% | ||
| 5 | NEVILLE RODIE & SHAW INC | 4,888 | 251,000 | 6.91% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 1,025 | 53,000 | 1.46% |
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.
