| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BEACON TRUST CO | 7,200 | 472,000 | 33.17% | ||
| 2 | Dana Investment Advisors, Inc. | 6,464 | 424,000 | 29.80% | ||
| 3 | HighPoint Advisor Group LLC | 4,478 | 290,000 | 20.38% | ||
| 4 | Sandy Spring Bank | 2,223 | 146,000 | 10.26% | ||
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 960 | 63,000 | 4.43% | ||
| 6 | INTEGRATED WEALTH COUNSEL, LLC | 232 | 15,000 | 1.05% | ||
| 7 | Lenox Wealth Advisors, LLC | 200 | 13,000 | 0.91% |
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.
