| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 86,000 | 4,247,000 | 56.95% | ||
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | 41,556 | 2,052,000 | 27.51% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 18,735 | 925,000 | 12.40% | ||
| 4 | DT Investment Partners, LLC | 4,733 | 234,000 | 3.14% |
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.
