| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 1,044,935 | 15,235,000 | 61.57% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 456,806 | 6,660,000 | 26.92% | ||
| 3 | KLINGENSTEIN FIELDS & CO LP | 137,590 | 2,006,000 | 8.11% | ||
| 4 | DEARBORN PARTNERS LLC | 31,850 | 464,000 | 1.88% | ||
| 5 | Oxbow Advisors, LLC | 25,900 | 378,000 | 1.53% |
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.
