| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 333,675 | 4,825,000 | 47.97% | ||
| 2 | KLINGENSTEIN FIELDS & CO LP | 150,790 | 2,180,000 | 21.67% | ||
| 3 | WBI INVESTMENTS, LLC | 91,120 | 1,318,000 | 13.10% | ||
| 4 | Camelot Portfolios, LLC | 44,122 | 638,000 | 6.34% | ||
| 5 | GREENWOOD CAPITAL ASSOCIATES LLC | 28,681 | 415,000 | 4.13% | ||
| 6 | Oxbow Advisors, LLC | 26,730 | 387,000 | 3.85% | ||
| 7 | Regent Investment Management LLC | 20,100 | 291,000 | 2.89% | ||
| 8 | CapWealth Advisors, LLC | 257 | 4,000 | 0.04% |
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.
