| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 903,381 | 23,154,000 | 72.75% | ||
| 2 | Windsor Financial Group, LLC | 114,625 | 2,938,000 | 9.23% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 79,760 | 2,044,000 | 6.42% | ||
| 4 | EVERETT HARRIS & CO /CA/ | 48,025 | 1,231,000 | 3.87% | ||
| 5 | MassMutual Private Wealth & Trust, FSB | 32,550 | 834,257 | 2.62% | ||
| 6 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 27,762 | 712,000 | 2.24% | ||
| 7 | King Wealth Management Group | 18,609 | 476,000 | 1.50% | ||
| 8 | Janney Montgomery Scott LLC | 17,111 | 438,555 | 1.38% |
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.
