| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 378,408 | 5,563,000 | 49.30% | ||
| 2 | KLINGENSTEIN FIELDS & CO LP | 140,790 | 2,070,000 | 18.34% | ||
| 3 | WBI INVESTMENTS, LLC | 116,413 | 1,711,000 | 15.16% | ||
| 4 | Camelot Portfolios, LLC | 42,987 | 632,000 | 5.60% | ||
| 5 | GREENWOOD CAPITAL ASSOCIATES LLC | 40,846 | 600,000 | 5.32% | ||
| 6 | Oxbow Advisors, LLC | 26,730 | 393,000 | 3.48% | ||
| 7 | Regent Investment Management LLC | 21,450 | 315,000 | 2.79% |
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.
