| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 86,000 | 4,293,000 | 54.66% | ||
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | 39,956 | 1,995,000 | 25.40% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 18,735 | 935,000 | 11.90% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 8,435 | 421,000 | 5.36% | ||
| 5 | DT Investment Partners, LLC | 4,203 | 210,000 | 2.67% |
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.
