| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 289,864 | 7,267,000 | 79.83% | ||
| 2 | GAMBLE JONES INVESTMENT COUNSEL | 62,500 | 1,567,000 | 17.21% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 9,950 | 249,000 | 2.74% | ||
| 4 | GLENMEDE TRUST CO NA | 600 | 15,000 | 0.16% | ||
| 5 | Apriem Advisors | 200 | 5,000 | 0.05% |
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.