| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CYPRESS CAPITAL MANAGEMENT LLC | 453,915 | 17,185,000 | 53.02% | ||
| 2 | 1834 INVESTMENT ADVISORS CO | 138,556 | 5,246,000 | 16.18% | ||
| 3 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 97,195 | 3,680,000 | 11.35% | ||
| 4 | NORTH STAR ASSET MANAGEMENT INC | 59,410 | 2,249,000 | 6.94% | ||
| 5 | PATTEN & PATTEN INC/TN | 40,707 | 1,541,000 | 4.75% | ||
| 6 | Kingfisher Capital LLC | 20,977 | 794,000 | 2.45% | ||
| 7 | ROTHSCHILD INVESTMENT LLC /IL | 13,400 | 507,000 | 1.56% | ||
| 8 | Advisors Capital Management, LLC | 10,315 | 391,000 | 1.21% | ||
| 9 | CYPRESS ASSET MANAGEMENT INC/TX | 8,940 | 338,000 | 1.04% | ||
| 10 | TRAIN BABCOCK ADVISORS LLC | 6,250 | 237,000 | 0.73% | ||
| 11 | DT Investment Partners, LLC | 6,000 | 227,000 | 0.70% | ||
| 12 | Bollard Group LLC | 502 | 19,000 | 0.06% |
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.
