| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 418,761 | 9,773,878 | 50.68% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 328,254 | 7,661,000 | 39.72% | ||
| 3 | MEYER HANDELMAN CO | 39,714 | 926,000 | 4.80% | ||
| 4 | ALBION FINANCIAL GROUP /UT | 17,368 | 405,000 | 2.10% | ||
| 5 | GOFEN & GLOSSBERG LLC /IL/ | 12,728 | 297,000 | 1.54% | ||
| 6 | TRUST CO OF VERMONT | 5,319 | 124,000 | 0.64% | ||
| 7 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 2,421 | 57,000 | 0.30% | ||
| 8 | MOTCO | 1,821 | 43,000 | 0.22% |
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.