| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 673,188 | 16,836,427 | 60.06% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 318,807 | 7,973,000 | 28.44% | ||
| 3 | Aureus Asset Management, LLC | 50,672 | 1,267,000 | 4.52% | ||
| 4 | WOODMONT INVESTMENT COUNSEL LLC | 28,282 | 707,000 | 2.52% | ||
| 5 | ALBION FINANCIAL GROUP /UT | 17,368 | 434,000 | 1.55% | ||
| 6 | GOFEN & GLOSSBERG LLC /IL/ | 10,237 | 256,000 | 0.91% | ||
| 7 | ROANOKE ASSET MANAGEMENT CORP/ NY | 8,128 | 203,000 | 0.72% | ||
| 8 | TRUST CO OF VERMONT | 7,103 | 177,000 | 0.63% | ||
| 9 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 5,453 | 137,000 | 0.49% | ||
| 10 | MOTCO | 1,742 | 44,000 | 0.16% |
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.
