| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MID CONTINENT CAPITAL LLC/IL | 274,045 | 7,432,000 | 59.76% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 166,845 | 4,525,000 | 36.38% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8,064 | 219,000 | 1.76% | ||
| 4 | LAFFER TENGLER INVESTMENTS, INC. | 7,819 | 212,051 | 1.70% | PRN | |
| 5 | Genesis Wealth Advisors, LLC | 1,800 | 49,266 | 0.40% |
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.
