| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 803,462 | 12,156,000 | 58.52% | ||
| 2 | WBI INVESTMENTS, LLC | 177,261 | 2,682,000 | 12.91% | ||
| 3 | D L CARLSON INVESTMENT GROUP INC | 137,254 | 2,077,000 | 10.00% | ||
| 4 | KLINGENSTEIN FIELDS & CO LP | 133,130 | 2,014,000 | 9.70% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 67,500 | 1,021,000 | 4.92% | ||
| 6 | HWG Holdings LP | 28,178 | 426,000 | 2.05% | ||
| 7 | DEARBORN PARTNERS LLC | 26,150 | 396,000 | 1.91% |
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.
