| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EVERETT HARRIS & CO /CA/ | 100,000 | 2,712,000 | 40.40% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 56,675 | 1,537,000 | 22.89% | ||
| 3 | Maryland Capital Management | 31,350 | 850,000 | 12.66% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 20,819 | 565,000 | 8.42% | ||
| 5 | IAT REINSURANCE CO LTD. | 20,000 | 542,000 | 8.07% | ||
| 6 | AMERIPRISE FINANCIAL INC | 8,898 | 241,000 | 3.59% | ||
| 7 | WESTPORT RESOURCES MANAGEMENT INC | 6,050 | 164,000 | 2.44% | ||
| 8 | Estabrook Capital Management | 3,550 | 96,276 | 1.43% | ||
| 9 | MYCIO WEALTH PARTNERS, LLC | 239 | 6,000 | 0.09% |
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.
