| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 50,893 | 3,478,018 | 36.93% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 18,551 | 1,268,000 | 13.46% | ||
| 3 | Endurance Wealth Management, Inc. | 17,118 | 1,169,000 | 12.41% | ||
| 4 | Sandy Spring Bank | 15,245 | 1,042,000 | 11.07% | ||
| 5 | WEDGEWOOD INVESTORS INC /PA/ | 13,541 | 925,000 | 9.82% | ||
| 6 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,799 | 533,000 | 5.66% | ||
| 7 | GOFEN & GLOSSBERG LLC /IL/ | 6,789 | 464,000 | 4.93% | ||
| 8 | Fairpointe Capital LLC | 4,730 | 323,000 | 3.43% | ||
| 9 | KARPAS STRATEGIES, LLC | 3,143 | 215,000 | 2.28% |
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.
