| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sandy Spring Bank | 461,273 | 4,696,000 | 57.47% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 158,935 | 1,618,000 | 19.80% | ||
| 3 | TRUST CO OF TOLEDO NA /OH/ | 116,988 | 1,191,000 | 14.58% | ||
| 4 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 40,090 | 403,000 | 4.93% | ||
| 5 | Selway Asset Management | 13,560 | 138,000 | 1.69% | ||
| 6 | ALBION FINANCIAL GROUP /UT | 12,318 | 125,000 | 1.53% | ||
| 7 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 0 | 0 | 0.00% |
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.
