| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 1,015,992 | 15,159,000 | 56.55% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 550,788 | 8,218,000 | 30.66% | ||
| 3 | KLINGENSTEIN FIELDS & CO LP | 133,130 | 1,986,000 | 7.41% | ||
| 4 | D L CARLSON INVESTMENT GROUP INC | 44,450 | 663,000 | 2.47% | ||
| 5 | DEARBORN PARTNERS LLC | 26,550 | 396,000 | 1.48% | ||
| 6 | Oxbow Advisors, LLC | 25,900 | 386,000 | 1.44% |
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.
