| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 29,828 | 788,000 | 56.41% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 7,900 | 209,000 | 14.96% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 7,689 | 203,000 | 14.53% | ||
| 4 | GLENMEDE TRUST CO NA | 7,000 | 184,000 | 13.17% | ||
| 5 | Brookstone Capital Management | 500 | 13,000 | 0.93% |
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.
