| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 494,787 | 13,121,000 | 50.57% | ||
| 2 | CURIAN CAPITAL LLC | 201,024 | 5,331,000 | 20.55% | ||
| 3 | Windsor Financial Group, LLC | 116,650 | 3,094,000 | 11.92% | ||
| 4 | MassMutual Private Wealth & Trust, FSB | 56,750 | 1,505,010 | 5.80% | ||
| 5 | EVERETT HARRIS & CO /CA/ | 48,350 | 1,282,000 | 4.94% | ||
| 6 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 29,587 | 785,000 | 3.03% | ||
| 7 | Janney Montgomery Scott LLC | 29,230 | 775,000 | 2.99% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 2,000 | 53,000 | 0.20% |
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.
