| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 256,024 | 6,997,000 | 86.09% | ||
| 2 | AMERIPRISE FINANCIAL INC | 19,862 | 550,000 | 6.77% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13,285 | 363,000 | 4.47% | ||
| 4 | LAFFER TENGLER INVESTMENTS, INC. | 7,913 | 216,262 | 2.66% | ||
| 5 | MYCIO WEALTH PARTNERS, LLC | 26 | 1,000 | 0.01% |
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.
