| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HIGH POINT BANK & TRUST CO | 70,402 | 3,181,000 | 25.49% | ||
| 2 | WOODMONT INVESTMENT COUNSEL LLC | 41,801 | 1,889,000 | 15.13% | ||
| 3 | BAHL & GAYNOR INC | 36,803 | 1,663,000 | 13.32% | ||
| 4 | Janney Montgomery Scott LLC | 29,286 | 1,323,148 | 10.60% | ||
| 5 | FULTON BANK, N.A. | 27,690 | 1,251,000 | 10.02% | ||
| 6 | W.G. Shaheen & Associates DBA Whitney & Co | 19,309 | 872,000 | 6.99% | ||
| 7 | Endurance Wealth Management, Inc. | 9,588 | 433,000 | 3.47% | ||
| 8 | CARRET ASSET MANAGEMENT, LLC | 8,137 | 368,000 | 2.95% | ||
| 9 | GOFEN & GLOSSBERG LLC /IL/ | 6,603 | 298,000 | 2.39% | ||
| 10 | KARPAS STRATEGIES, LLC | 6,159 | 278,000 | 2.23% | ||
| 11 | 1834 INVESTMENT ADVISORS CO | 5,317 | 240,000 | 1.92% | ||
| 12 | B. Riley Wealth Advisors, Inc. | 5,053 | 228,000 | 1.83% | ||
| 13 | M&R CAPITAL MANAGEMENT INC | 4,757 | 215,000 | 1.72% | ||
| 14 | MOTCO | 4,597 | 208,000 | 1.67% | ||
| 15 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 748 | 34,000 | 0.27% |
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.
