| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 33,237 | 857,000 | 68.85% | ||
| 2 | Veritable, L.P. | 15,019 | 387,000 | 31.09% | ||
| 3 | Clarkston Capital Partners, LLC | 27 | 696 | 0.06% |
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.
