| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVA Wealth Management, LLC | 184,959 | 3,674,000 | 24.27% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 176,084 | 3,498,000 | 23.11% | ||
| 3 | LaFleur & Godfrey LLC | 128,560 | 2,554,000 | 16.87% | ||
| 4 | FAIRFIELD, BUSH & CO. | 74,798 | 1,486,000 | 9.82% | ||
| 5 | TOWER BRIDGE ADVISORS | 60,550 | 1,202,898 | 7.95% | ||
| 6 | TRUST CO OF VERMONT | 47,515 | 944,000 | 6.24% | ||
| 7 | Stonebridge Capital Advisors LLC | 40,670 | 808,000 | 5.34% | ||
| 8 | RAY GERALD L & ASSOCIATES LTD | 28,600 | 568,000 | 3.75% | ||
| 9 | AMERIPRISE FINANCIAL INC | 16,310 | 324,000 | 2.14% | ||
| 10 | MassMutual Private Wealth & Trust, FSB | 3,500 | 70,070 | 0.46% | ||
| 11 | Apriem Advisors | 375 | 7,000 | 0.05% | ||
| 12 | Highlander Capital Management, LLC | 200 | 3,000 | 0.02% |
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.
