| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crow Point Partners, LLC | 243,000 | 5,137,000 | 79.97% | ||
| 2 | Mechanics Bank Trust Department | 20,000 | 443,000 | 6.90% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14,289 | 317,000 | 4.94% | ||
| 4 | Janney Montgomery Scott LLC | 12,200 | 270,352 | 4.21% | ||
| 5 | FULTON BREAKEFIELD BROENNIMAN LLC | 11,522 | 255,000 | 3.97% | ||
| 6 | AMERIPRISE FINANCIAL INC | 32 | 1,000 | 0.02% |
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.
