| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 285,943 | 8,281,000 | 86.74% | ||
| 2 | AMERIPRISE FINANCIAL INC | 19,420 | 562,000 | 5.89% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13,192 | 382,000 | 4.00% | ||
| 4 | LAFFER TENGLER INVESTMENTS, INC. | 9,971 | 288,760 | 3.02% | ||
| 5 | Edge Wealth Management LLC | 1,150 | 33,000 | 0.35% | SH |
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.
