| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sandy Spring Bank | 536,112 | 5,672,000 | 50.48% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 166,538 | 1,762,000 | 15.68% | ||
| 3 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 160,300 | 1,696,000 | 15.09% | ||
| 4 | TRUST CO OF TOLEDO NA /OH/ | 114,894 | 1,216,000 | 10.82% | ||
| 5 | Janney Montgomery Scott LLC | 43,661 | 470,662 | 4.19% | ||
| 6 | Selway Asset Management | 27,416 | 290,000 | 2.58% | ||
| 7 | ALBION FINANCIAL GROUP /UT | 12,318 | 130,000 | 1.16% |
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.
