| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 376,666 | 8,294,000 | 50.39% | ||
| 2 | L & S Advisors Inc | 177,949 | 3,854,000 | 23.42% | ||
| 3 | BANCORPSOUTH INC | 105,488 | 2,285,000 | 13.88% | ||
| 4 | APPLETON PARTNERS INC/MA | 43,687 | 946,000 | 5.75% | ||
| 5 | ALBION FINANCIAL GROUP /UT | 24,996 | 541,000 | 3.29% | ||
| 6 | GOFEN & GLOSSBERG LLC /IL/ | 16,312 | 353,000 | 2.14% | ||
| 7 | TRUST CO OF VERMONT | 5,852 | 127,000 | 0.77% | ||
| 8 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 2,075 | 45,000 | 0.27% | ||
| 9 | MOTCO | 521 | 11,000 | 0.07% | ||
| 10 | QCI ASSET MANAGEMENT INC/NY | 91 | 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.
