| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MID CONTINENT CAPITAL LLC/IL | 244,865 | 6,770,000 | 61.81% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 135,145 | 3,737,000 | 34.12% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8,108 | 224,000 | 2.05% | ||
| 4 | LAFFER TENGLER INVESTMENTS, INC. | 4,296 | 118,780 | 1.08% | ||
| 5 | AMERIPRISE FINANCIAL INC | 3,732 | 103,000 | 0.94% |
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.
