| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 200,016 | 5,192,000 | 41.27% | ||
| 2 | EVERETT HARRIS & CO /CA/ | 120,000 | 3,113,000 | 24.74% | ||
| 3 | Crow Point Partners, LLC | 100,000 | 2,516,000 | 20.00% | ||
| 4 | ROOSEVELT INVESTMENT GROUP LLC | 50,025 | 1,298,000 | 10.32% | ||
| 5 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11,205 | 291,000 | 2.31% | ||
| 6 | MassMutual Private Wealth & Trust, FSB | 6,600 | 171,204 | 1.36% |
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.
