| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 32,439 | 1,160,000 | 48.21% | ||
| 2 | Tufton Capital Management | 25,400 | 908,000 | 37.74% | ||
| 3 | Wellington Shields Capital Management, LLC | 9,408 | 336,000 | 13.97% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 54 | 2,000 | 0.08% |
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.
