| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | QUEST INVESTMENT MANAGEMENT LLC | 20,785 | 476,000 | 34.72% | ||
| 2 | AMERIPRISE FINANCIAL INC | 20,358 | 466,000 | 33.99% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 18,235 | 417,000 | 30.42% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 525 | 12,000 | 0.88% |
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.
