| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 68,800 | 3,344,000 | 52.01% | ||
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | 40,106 | 1,949,000 | 30.31% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 18,735 | 911,000 | 14.17% | ||
| 4 | DT Investment Partners, LLC | 4,639 | 226,000 | 3.51% |
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.
