| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DENVER INVESTMENT ADVISORS LLC | 12,000 | 756,000 | 70.00% | ||
| 2 | ZWJ INVESTMENT COUNSEL INC | 3,650 | 230,000 | 21.30% | ||
| 3 | Archford Capital Strategies, LLC | 1,168 | 74,000 | 6.85% | ||
| 4 | Gemmer Asset Management LLC | 210 | 13,000 | 1.20% | ||
| 5 | Crosspoint Capital Strategies, LLC | 107 | 7,000 | 0.65% |
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.
