| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 183,594 | 3,745,000 | 25.09% | ||
| 2 | SVA Wealth Management, LLC | 180,859 | 3,690,000 | 24.72% | ||
| 3 | LaFleur & Godfrey LLC | 126,835 | 2,587,000 | 17.33% | ||
| 4 | TOWER BRIDGE ADVISORS | 52,250 | 1,065,900 | 7.14% | ||
| 5 | TRUST CO OF VERMONT | 51,486 | 1,050,000 | 7.03% | ||
| 6 | AMERIPRISE FINANCIAL INC | 41,109 | 839,000 | 5.62% | ||
| 7 | Stonebridge Capital Advisors LLC | 40,684 | 830,000 | 5.56% | ||
| 8 | RAY GERALD L & ASSOCIATES LTD | 28,600 | 583,000 | 3.91% | ||
| 9 | FAIRFIELD, BUSH & CO. | 24,528 | 500,000 | 3.35% | ||
| 10 | WEALTHPLAN PARTNERS, LLC | 1,212 | 24,726 | 0.17% | ||
| 11 | Apriem Advisors | 375 | 8,000 | 0.05% | ||
| 12 | Highlander Capital Management, LLC | 200 | 4,000 | 0.03% |
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.
