| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GLENMEDE TRUST CO NA | 21,688 | 1,189,000 | 32.34% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 17,817 | 977,087 | 26.58% | ||
| 3 | FULTON BANK, N.A. | 12,417 | 681,000 | 18.53% | ||
| 4 | CARRET ASSET MANAGEMENT, LLC | 10,225 | 561,000 | 15.26% | ||
| 5 | NEVILLE RODIE & SHAW INC | 4,888 | 268,000 | 7.29% |
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.
