| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9,943 | 260,000 | 25.12% | ||
| 2 | EVERETT HARRIS & CO /CA/ | 8,800 | 230,000 | 22.22% | ||
| 3 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8,290 | 217,000 | 20.97% | ||
| 4 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 6,508 | 170,000 | 16.43% | ||
| 5 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6,000 | 157,000 | 15.17% | ||
| 6 | MYCIO WEALTH PARTNERS, LLC | 37 | 1,000 | 0.10% |
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.
