| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 143,899 | 3,638,000 | 88.26% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14,437 | 365,000 | 8.85% | ||
| 3 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 4,250 | 107,000 | 2.60% | ||
| 4 | AMERIPRISE FINANCIAL INC | 366 | 9,000 | 0.22% | ||
| 5 | 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.
