| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 110,875 | 2,814,000 | 99.54% | ||
| 2 | KELMAN-LAZAROV, INC. | 400 | 10,000 | 0.35% | ||
| 3 | CapWealth Advisors, LLC | 125 | 3,000 | 0.11% |
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.
