| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 688,170 | 18,257,157 | 62.66% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 355,662 | 8,742,000 | 30.00% | ||
| 3 | BANCORPSOUTH INC | 39,077 | 961,000 | 3.30% | ||
| 4 | ALBION FINANCIAL GROUP /UT | 17,368 | 427,000 | 1.47% | ||
| 5 | GOFEN & GLOSSBERG LLC /IL/ | 14,996 | 369,000 | 1.27% | ||
| 6 | TRUST CO OF VERMONT | 5,523 | 136,000 | 0.47% | ||
| 7 | REILLY FINANCIAL ADVISORS, LLC | 5,248 | 129,000 | 0.44% | ||
| 8 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 2,421 | 60,000 | 0.21% | ||
| 9 | MOTCO | 2,117 | 52,000 | 0.18% | ||
| 10 | QCI ASSET MANAGEMENT INC/NY | 87 | 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.
