| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 922,772 | 13,408,000 | 61.22% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 417,768 | 6,070,000 | 27.72% | ||
| 3 | KLINGENSTEIN FIELDS & CO LP | 140,790 | 2,046,000 | 9.34% | ||
| 4 | Oxbow Advisors, LLC | 25,900 | 376,000 | 1.72% |
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.
