| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 679,766 | 40,398,000 | 59.98% | ||
| 2 | NORTH STAR ASSET MANAGEMENT INC | 356,565 | 21,191,000 | 31.46% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 57,191 | 3,399,000 | 5.05% | ||
| 4 | SOUTH TEXAS MONEY MANAGEMENT LTD | 13,448 | 799,000 | 1.19% | ||
| 5 | BAHL & GAYNOR INC | 8,959 | 532,000 | 0.79% | ||
| 6 | WILLIAMS JONES & ASSOCIATES LLC | 7,874 | 468,000 | 0.69% | ||
| 7 | WEDGEWOOD INVESTORS INC /PA/ | 3,614 | 215,000 | 0.32% | ||
| 8 | DONALDSON CAPITAL MANAGEMENT, LLC | 3,561 | 212,000 | 0.31% | ||
| 9 | WEALTHPLAN PARTNERS, LLC | 1,001 | 59,502 | 0.09% | ||
| 10 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 814 | 48,000 | 0.07% | ||
| 11 | HIGH POINT BANK & TRUST CO | 279 | 17,000 | 0.03% | ||
| 12 | MOTCO | 206 | 12,000 | 0.02% | ||
| 13 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 40 | 2,000 | 0.00% |
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.
