| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36,419 | 1,141,000 | 51.40% | ||
| 2 | Tufton Capital Management | 23,915 | 782,000 | 35.23% | ||
| 3 | Wellington Shields Capital Management, LLC | 9,408 | 295,000 | 13.29% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 54 | 2,000 | 0.09% |
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.
