| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 825 | 1,320,000 | 50.50% | ||
| 2 | EVERETT HARRIS & CO /CA/ | 769 | 1,230,000 | 47.05% | ||
| 3 | Apriem Advisors | 40 | 64,000 | 2.45% |
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.
