| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sandy Spring Bank | 500,826 | 5,439,000 | 29.59% | ||
| 2 | FDx Advisors, Inc. | 464,400 | 5,044,000 | 27.44% | ||
| 3 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 357,507 | 3,883,000 | 21.13% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 158,884 | 1,725,000 | 9.38% | ||
| 5 | TRUST CO OF TOLEDO NA /OH/ | 141,633 | 1,538,000 | 8.37% | ||
| 6 | Janney Montgomery Scott LLC | 29,441 | 320,000 | 1.74% | ||
| 7 | Selway Asset Management | 27,416 | 298,000 | 1.62% | ||
| 8 | ALBION FINANCIAL GROUP /UT | 12,318 | 134,000 | 0.73% |
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.
