| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 145,704 | 3,699,000 | 90.75% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14,744 | 374,000 | 9.18% | ||
| 3 | CapWealth Advisors, LLC | 125 | 3,000 | 0.07% |
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.
