| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 688,170 | 18,257,157 | 51.86% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 320,031 | 8,490,000 | 24.12% | ||
| 3 | FIRST NATIONAL TRUST CO | 122,094 | 3,239,000 | 9.20% | ||
| 4 | PITTENGER & ANDERSON INC | 89,979 | 2,387,000 | 6.78% | ||
| 5 | Aureus Asset Management, LLC | 36,846 | 978,000 | 2.78% | ||
| 6 | WOODMONT INVESTMENT COUNSEL LLC | 24,803 | 658,000 | 1.87% | ||
| 7 | ALBION FINANCIAL GROUP /UT | 17,368 | 461,000 | 1.31% | ||
| 8 | GOFEN & GLOSSBERG LLC /IL/ | 10,825 | 289,000 | 0.82% | ||
| 9 | ROANOKE ASSET MANAGEMENT CORP/ NY | 7,565 | 201,000 | 0.57% | ||
| 10 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 6,421 | 171,000 | 0.49% | ||
| 11 | MOTCO | 1,742 | 46,000 | 0.13% | ||
| 12 | TRUST CO OF VERMONT | 975 | 26,000 | 0.07% |
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.
