| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEATHERLY ASSET MANAGEMENT L. P. | 51,165 | 686,000 | 72.21% | ||
| 2 | LPL Financial LLC | 19,552 | 264,000 | 27.79% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 30 | 0 | 0.00% |
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.
