| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 167 | 12,804 | 0.02% | ||
| 2 | NEVILLE RODIE & SHAW INC | 2,627 | 201,000 | 0.35% | ||
| 3 | TRADITION CAPITAL MANAGEMENT LLC | 2,823 | 216,000 | 0.38% | ||
| 4 | FULTON BANK, N.A. | 2,959 | 227,000 | 0.40% | ||
| 5 | 1834 INVESTMENT ADVISORS CO | 4,815 | 369,000 | 0.65% | ||
| 6 | CATAWBA CAPITAL MANAGEMENT /VA | 15,773 | 1,209,000 | 2.13% | ||
| 7 | RIVERBRIDGE PARTNERS LLC | 26,377 | 2,022,000 | 3.56% | ||
| 8 | GOFEN & GLOSSBERG LLC /IL/ | 38,403 | 2,943,000 | 5.18% | ||
| 9 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 85,687 | 6,567,000 | 11.55% | ||
| 10 | Sequent Asset Management, LLC | 561,974 | 43,070,000 | 75.78% |
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.
