| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 10,000 | 263,000 | 35.04% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 8,254 | 217,000 | 28.91% | ||
| 3 | MOTCO | 5,703 | 150,000 | 19.98% | ||
| 4 | WILLIAMS JONES & ASSOCIATES LLC | 2,400 | 63,000 | 8.39% | ||
| 5 | Estabrook Capital Management | 1,583 | 41,649 | 5.55% | ||
| 6 | GLENMEDE TRUST CO NA | 631 | 16,000 | 2.13% |
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.
