| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EVERETT HARRIS & CO /CA/ | 17,840 | 2,293,000 | 24.18% | ||
| 2 | Main Street Research LLC | 12,612 | 1,621,000 | 17.09% | ||
| 3 | Geneva Advisors, LLC | 12,565 | 1,615,000 | 17.03% | ||
| 4 | CHICKASAW CAPITAL MANAGEMENT LLC | 11,300 | 1,452,000 | 15.31% | ||
| 5 | World Asset Management Inc | 10,897 | 1,400,000 | 14.76% | ||
| 6 | Veritable, L.P. | 3,335 | 429,000 | 4.52% | ||
| 7 | AUXIER ASSET MANAGEMENT LLC | 3,250 | 418,000 | 4.41% | ||
| 8 | Choate Investment Advisors | 1,979 | 254,321 | 2.68% |
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.
