| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Water Asset Management LLC | 141,105 | 4,292,000 | 86.10% | ||
| 2 | WEATHERLY ASSET MANAGEMENT L. P. | 22,142 | 674,000 | 13.52% | ||
| 3 | JNBA Financial Advisors | 600 | 18,000 | 0.36% | ||
| 4 | Gemmer Asset Management LLC | 64 | 1,000 | 0.02% |
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.
