| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 838,334 | 11,929,000 | 68.09% | ||
| 2 | D L CARLSON INVESTMENT GROUP INC | 200,202 | 2,849,000 | 16.26% | ||
| 3 | KLINGENSTEIN FIELDS & CO LP | 133,130 | 1,894,000 | 10.81% | ||
| 4 | WBI INVESTMENTS, LLC | 28,243 | 402,000 | 2.29% | ||
| 5 | DEARBORN PARTNERS LLC | 25,650 | 365,000 | 2.08% | ||
| 6 | Ancora Advisors LLC | 5,601 | 80,000 | 0.46% |
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.
