| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Kingfisher Capital LLC | 44,287 | 2,669,000 | 90.91% | ||
| 2 | MORGAN STANLEY | 3,600 | 236,000 | 8.04% | ||
| 3 | BANK OF MONTREAL /CAN/ | 297 | 19,000 | 0.65% | ||
| 4 | ROYAL BANK OF CANADA | 170 | 11,000 | 0.37% | ||
| 5 | Vantage Investment Advisors, LLC | 18 | 1,000 | 0.03% |
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.