| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 25,271 | 658,000 | 40.39% | ||
| 2 | QUEST INVESTMENT MANAGEMENT LLC | 20,785 | 541,000 | 33.21% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 15,965 | 416,000 | 25.54% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 525 | 14,000 | 0.86% |
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.
