| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 77,467 | 6,324,000 | 55.65% | ||
| 2 | Calamos Wealth Management LLC | 20,037 | 1,636,000 | 14.40% | ||
| 3 | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 18,068 | 1,475,000 | 12.98% | ||
| 4 | FIDUCIARY TRUST CO | 10,724 | 876,000 | 7.71% | ||
| 5 | Godshalk Welsh Capital Management, Inc. | 9,725 | 794,000 | 6.99% | ||
| 6 | BURKE & HERBERT BANK & TRUST CO | 3,176 | 259,000 | 2.28% |
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.
