| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MID CONTINENT CAPITAL LLC/IL | 295,370 | 8,164,000 | 60.10% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 178,095 | 4,923,000 | 36.24% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8,411 | 232,000 | 1.71% | ||
| 4 | LAFFER TENGLER INVESTMENTS, INC. | 7,772 | 214,818 | 1.58% | ||
| 5 | Genesis Wealth Advisors, LLC | 1,800 | 49,824 | 0.37% |
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.
