| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GLENMEDE TRUST CO NA | 11,737 | 310,000 | 37.80% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 10,689 | 283,000 | 34.51% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 7,900 | 209,000 | 25.49% | ||
| 4 | Brookstone Capital Management | 500 | 13,000 | 1.59% | ||
| 5 | MYCIO WEALTH PARTNERS, LLC | 208 | 5,000 | 0.61% |
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.
