| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | M&R CAPITAL MANAGEMENT INC | 162,670 | 4,176,000 | 38.36% | ||
| 2 | DOHENY ASSET MANAGEMENT /CA | 134,175 | 3,444,000 | 31.63% | ||
| 3 | AMERIPRISE FINANCIAL INC | 50,862 | 1,306,000 | 12.00% | ||
| 4 | DAVIDSON & GARRARD INC | 26,929 | 691,000 | 6.35% | ||
| 5 | COBIZ WEALTH, LLC | 17,900 | 459,000 | 4.22% | ||
| 6 | Altavista Wealth Management, Inc. | 14,650 | 376,000 | 3.45% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 5,275 | 135,000 | 1.24% | ||
| 8 | GLENMEDE TRUST CO NA | 5,223 | 134,000 | 1.23% | ||
| 9 | REILLY FINANCIAL ADVISORS, LLC | 4,150 | 107,000 | 0.98% | ||
| 10 | Estabrook Capital Management | 1,500 | 38,505 | 0.35% | ||
| 11 | ORRSTOWN FINANCIAL SERVICES INC | 400 | 10,000 | 0.09% | ||
| 12 | Edge Wealth Management LLC | 236 | 6,000 | 0.06% | ||
| 13 | 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.
