| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 281,441 | 4,117,000 | 52.35% | ||
| 2 | KLINGENSTEIN FIELDS & CO LP | 153,990 | 2,253,000 | 28.65% | ||
| 3 | Camelot Portfolios, LLC | 39,347 | 576,000 | 7.32% | ||
| 4 | Oxbow Advisors, LLC | 26,730 | 391,000 | 4.97% | ||
| 5 | Regent Investment Management LLC | 22,100 | 323,000 | 4.11% | ||
| 6 | GREENWOOD CAPITAL ASSOCIATES LLC | 13,946 | 204,000 | 2.59% |
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.
