| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 65,402 | 2,324,000 | 68.78% | ||
| 2 | Tufton Capital Management | 20,365 | 719,000 | 21.28% | ||
| 3 | Wellington Shields Capital Management, LLC | 9,408 | 334,000 | 9.88% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 54 | 2,000 | 0.06% |
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.
