| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EVERETT HARRIS & CO /CA/ | 392 | 2,358,000 | 70.87% | ||
| 2 | Wealth Architects, LLC | 100 | 602,000 | 18.09% | ||
| 3 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 60 | 361,000 | 10.85% | ||
| 4 | Estabrook Capital Management | 1 | 6,016 | 0.18% |
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.
