| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 680,014 | 18,292,378 | 59.93% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 321,628 | 8,652,000 | 28.35% | ||
| 3 | Aureus Asset Management, LLC | 50,672 | 1,363,000 | 4.47% | ||
| 4 | WOODMONT INVESTMENT COUNSEL LLC | 24,803 | 667,000 | 2.19% | ||
| 5 | ALBION FINANCIAL GROUP /UT | 17,368 | 467,000 | 1.53% | ||
| 6 | Fisher Asset Management, LLC | 11,286 | 304,000 | 1.00% | ||
| 7 | GOFEN & GLOSSBERG LLC /IL/ | 10,825 | 291,000 | 0.95% | ||
| 8 | ROANOKE ASSET MANAGEMENT CORP/ NY | 7,757 | 209,000 | 0.68% | ||
| 9 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 5,224 | 141,000 | 0.46% | ||
| 10 | TRUST CO OF VERMONT | 3,240 | 87,000 | 0.29% | ||
| 11 | MOTCO | 1,742 | 47,000 | 0.15% | ||
| 12 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 93 | 2,000 | 0.01% |
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.
