| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 245,641 | 3,503,000 | 57.03% | ||
| 2 | KLINGENSTEIN FIELDS & CO LP | 139,990 | 1,996,000 | 32.50% | ||
| 3 | Oxbow Advisors, LLC | 26,730 | 381,000 | 6.20% | ||
| 4 | Regent Investment Management LLC | 18,400 | 262,000 | 4.27% |
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.
