| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sandy Spring Bank | 672,024 | 6,767,000 | 66.03% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 163,872 | 1,650,000 | 16.10% | ||
| 3 | TRUST CO OF TOLEDO NA /OH/ | 115,917 | 1,167,000 | 11.39% | ||
| 4 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 40,090 | 403,000 | 3.93% | ||
| 5 | Selway Asset Management | 13,560 | 137,000 | 1.34% | ||
| 6 | ALBION FINANCIAL GROUP /UT | 12,318 | 124,000 | 1.21% |
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.
