| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 50,800 | 2,516,000 | 51.67% | ||
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | 23,701 | 1,174,000 | 24.11% | ||
| 3 | DT Investment Partners, LLC | 18,081 | 896,000 | 18.40% | ||
| 4 | Constellation Wealth Advisors, LLC | 5,715 | 283,000 | 5.81% |
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.
