| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 42,926 | 1,097,000 | 41.32% | ||
| 2 | COBIZ WEALTH, LLC | 21,949 | 561,000 | 21.13% | ||
| 3 | Janney Montgomery Scott LLC | 13,294 | 340,000 | 12.81% | ||
| 4 | BANTA ASSET MANAGEMENT LP | 11,985 | 306,000 | 11.53% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 5,916 | 151,000 | 5.69% | ||
| 6 | TRUST CO OF VERMONT | 4,025 | 103,000 | 3.88% | ||
| 7 | Highlander Capital Management, LLC | 3,800 | 97,000 | 3.65% |
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.
