| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ZWJ INVESTMENT COUNSEL INC | 82,770 | 2,089,000 | 38.14% | ||
| 2 | PRIVATE ASSET MANAGEMENT INC | 46,850 | 1,182,000 | 21.58% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 23,586 | 595,000 | 10.86% | ||
| 4 | SignalPoint Asset Management, LLC | 22,763 | 575,000 | 10.50% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 19,825 | 500,000 | 9.13% | ||
| 6 | Welch Group, LLC | 7,267 | 183,000 | 3.34% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 7,175 | 181,000 | 3.30% | ||
| 8 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 4,480 | 113,000 | 2.06% | ||
| 9 | GLENMEDE TRUST CO NA | 1,700 | 42,000 | 0.77% | ||
| 10 | WEALTHPLAN PARTNERS, LLC | 370 | 9,339 | 0.17% | ||
| 11 | Estabrook Capital Management | 300 | 7,572 | 0.14% |
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.
