| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | M&R CAPITAL MANAGEMENT INC | 163,520 | 4,152,000 | 38.94% | ||
| 2 | DOHENY ASSET MANAGEMENT /CA | 139,275 | 3,536,000 | 33.17% | ||
| 3 | AMERIPRISE FINANCIAL INC | 44,935 | 1,141,000 | 10.70% | ||
| 4 | DAVIDSON & GARRARD INC | 33,220 | 843,000 | 7.91% | ||
| 5 | COBIZ WEALTH, LLC | 17,400 | 442,000 | 4.15% | ||
| 6 | GLENMEDE TRUST CO NA | 5,223 | 132,000 | 1.24% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 4,875 | 124,000 | 1.16% | ||
| 8 | Karp Capital Management Corp | 4,820 | 122,000 | 1.14% | ||
| 9 | REILLY FINANCIAL ADVISORS, LLC | 4,150 | 105,000 | 0.98% | ||
| 10 | Brookstone Capital Management | 1,230 | 31,000 | 0.29% | ||
| 11 | Estabrook Capital Management | 500 | 12,695 | 0.12% | ||
| 12 | ORRSTOWN FINANCIAL SERVICES INC | 400 | 10,000 | 0.09% | ||
| 13 | Edge Wealth Management LLC | 236 | 6,000 | 0.06% | ||
| 14 | TRUST CO OF VERMONT | 200 | 5,000 | 0.05% |
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.
