| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 113,769 | 3,288,000 | 90.68% | ||
| 2 | Geneva Advisors, LLC | 11,505 | 332,000 | 9.16% | ||
| 3 | CapWealth Advisors, LLC | 200 | 6,000 | 0.17% |
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.
