| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 78,827 | 6,469,000 | 71.58% | ||
| 2 | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 17,962 | 1,474,000 | 16.31% | ||
| 3 | Godshalk Welsh Capital Management, Inc. | 10,125 | 831,000 | 9.20% | ||
| 4 | BURKE & HERBERT BANK & TRUST CO | 3,201 | 263,000 | 2.91% |
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.