| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 599,985 | 15,391,000 | 62.36% | ||
| 2 | Windsor Financial Group, LLC | 115,825 | 2,971,000 | 12.04% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 102,237 | 2,622,000 | 10.62% | ||
| 4 | EVERETT HARRIS & CO /CA/ | 48,350 | 1,240,000 | 5.02% | ||
| 5 | MassMutual Private Wealth & Trust, FSB | 42,925 | 1,101,026 | 4.46% | ||
| 6 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 28,466 | 730,000 | 2.96% | ||
| 7 | Janney Montgomery Scott LLC | 24,387 | 625,527 | 2.53% |
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.
