| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 10,000 | 252,000 | 35.11% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 8,254 | 208,000 | 28.98% | ||
| 3 | MOTCO | 5,703 | 143,000 | 19.92% | ||
| 4 | WILLIAMS JONES & ASSOCIATES LLC | 2,400 | 60,000 | 8.36% | ||
| 5 | Estabrook Capital Management | 1,583 | 39,828 | 5.55% | ||
| 6 | GLENMEDE TRUST CO NA | 631 | 15,000 | 2.09% |
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.
