| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 58,939 | 392,000 | 41.97% | ||
| 2 | Fragasso Financial Advisors Inc | 54,495 | 362,000 | 38.76% | ||
| 3 | FIRST AMERICAN TRUST, FSB | 13,390 | 76,000 | 8.14% | ||
| 4 | Exchange Capital Management, Inc. | 8,519 | 57,000 | 6.10% | ||
| 5 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 7,071 | 47,000 | 5.03% |
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.
