| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 265,941 | 7,662,000 | 86.50% | ||
| 2 | AMERIPRISE FINANCIAL INC | 18,915 | 545,000 | 6.15% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12,836 | 370,000 | 4.18% | ||
| 4 | LAFFER TENGLER INVESTMENTS, INC. | 8,558 | 246,555 | 2.78% | ||
| 5 | Edge Wealth Management LLC | 1,150 | 33,000 | 0.37% | SH | |
| 6 | MYCIO WEALTH PARTNERS, LLC | 49 | 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.
