| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 51,148 | 873,000 | 82.51% | ||
| 2 | Forester Capital Management, LTD | 9,570 | 163,000 | 15.41% | ||
| 3 | GLENMEDE TRUST CO NA | 906 | 14,000 | 1.32% | ||
| 4 | Lenox Wealth Advisors, LLC | 257 | 4,000 | 0.38% | ||
| 5 | Archford Capital Strategies, LLC | 268 | 4,000 | 0.38% |
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.
