| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ZEVIN ASSET MANAGEMENT LLC | 15,262 | 239,000 | 3.20% | ||
| 2 | EAGLE GLOBAL ADVISORS LLC | 18,875 | 295,000 | 3.94% | ||
| 3 | Veritable, L.P. | 54,061 | 846,000 | 11.31% | ||
| 4 | World Asset Management Inc | 152,618 | 2,387,000 | 31.92% | ||
| 5 | Curi Capital, LLC | 237,283 | 3,711,000 | 49.63% |
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.
