| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sandy Spring Bank | 634,478 | 6,643,000 | 63.00% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 162,113 | 1,697,000 | 16.09% | ||
| 3 | TRUST CO OF TOLEDO NA /OH/ | 115,365 | 1,208,000 | 11.46% | ||
| 4 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 55,354 | 580,000 | 5.50% | ||
| 5 | Selway Asset Management | 27,416 | 287,000 | 2.72% | ||
| 6 | ALBION FINANCIAL GROUP /UT | 12,318 | 129,000 | 1.22% |
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.
