| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 12,550 | 304,000 | 38.00% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9,256 | 224,000 | 28.00% | ||
| 3 | EVERETT HARRIS & CO /CA/ | 8,800 | 213,000 | 26.62% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 2,450 | 59,000 | 7.38% |
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.
