| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | McAdams Wright Ragen, Inc. | 75,863 | 5,083,000 | 38.30% | ||
| 2 | NORTHSTAR INVESTMENT ADVISORS LLC | 60,385 | 4,046,000 | 30.49% | ||
| 3 | Cardinal Capital Management, Inc. | 29,200 | 1,957,000 | 14.75% | ||
| 4 | NAPLES GLOBAL ADVISORS, LLC | 13,370 | 896,000 | 6.75% | ||
| 5 | JOHNSON INVESTMENT COUNSEL INC | 5,655 | 378,000 | 2.85% | ||
| 6 | Osborn Williams & Donohoe LLC | 5,028 | 337,000 | 2.54% | ||
| 7 | LifePlan Financial Group, Inc | 3,710 | 249,000 | 1.88% | ||
| 8 | NORTHERN CAPITAL MANAGEMENT LLC | 3,022 | 203,000 | 1.53% | ||
| 9 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 960 | 64,000 | 0.48% | ||
| 10 | Sandy Spring Bank | 800 | 54,000 | 0.41% | ||
| 11 | SECURITY NATIONAL TRUST CO | 50 | 3,000 | 0.02% |
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.
