| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 214,528 | 4,681,000 | 28.65% | ||
| 2 | SVA Wealth Management, LLC | 145,020 | 3,164,000 | 19.37% | ||
| 3 | LaFleur & Godfrey LLC | 132,635 | 2,894,000 | 17.71% | ||
| 4 | AMERIPRISE FINANCIAL INC | 89,611 | 1,955,000 | 11.97% | ||
| 5 | TOWER BRIDGE ADVISORS | 44,800 | 977,536 | 5.98% | ||
| 6 | Stonebridge Capital Advisors LLC | 40,064 | 874,000 | 5.35% | ||
| 7 | TRUST CO OF VERMONT | 38,111 | 832,000 | 5.09% | ||
| 8 | BELL ROCK CAPITAL LLC | 16,048 | 350,000 | 2.14% | ||
| 9 | DELTA CAPITAL MANAGEMENT LLC | 11,400 | 249,000 | 1.52% | ||
| 10 | IAT REINSURANCE CO LTD. | 10,000 | 218,000 | 1.33% | ||
| 11 | INTELLECTUS PARTNERS, LLC | 3,347 | 73,000 | 0.45% | ||
| 12 | Apriem Advisors | 2,275 | 50,000 | 0.31% | ||
| 13 | VALLEY NATIONAL ADVISERS INC | 450 | 10,000 | 0.06% | ||
| 14 | PRENTISS SMITH & CO INC | 285 | 6,000 | 0.04% | ||
| 15 | Highlander Capital Management, LLC | 200 | 4,000 | 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.
