| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 410,864 | 6,126,000 | 53.93% | ||
| 2 | WBI INVESTMENTS, LLC | 150,070 | 2,238,000 | 19.70% | ||
| 3 | KLINGENSTEIN FIELDS & CO LP | 140,790 | 2,099,000 | 18.48% | ||
| 4 | Camelot Portfolios, LLC | 34,305 | 511,000 | 4.50% | ||
| 5 | Oxbow Advisors, LLC | 25,900 | 386,000 | 3.40% |
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.
