| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 995,538 | 15,172,000 | 50.65% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 631,682 | 9,627,000 | 32.14% | ||
| 3 | KLINGENSTEIN FIELDS & CO LP | 133,130 | 2,029,000 | 6.77% | ||
| 4 | D L CARLSON INVESTMENT GROUP INC | 101,355 | 1,545,000 | 5.16% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 67,500 | 1,029,000 | 3.44% | ||
| 6 | DEARBORN PARTNERS LLC | 26,250 | 400,000 | 1.34% | ||
| 7 | Ancora Advisors LLC | 10,069 | 153,000 | 0.51% |
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.
