| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 228,112 | 5,634,000 | 77.88% | ||
| 2 | GAMBLE JONES INVESTMENT COUNSEL | 54,075 | 1,335,000 | 18.45% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 9,950 | 246,000 | 3.40% | ||
| 4 | GLENMEDE TRUST CO NA | 600 | 14,000 | 0.19% | ||
| 5 | Apriem Advisors | 200 | 5,000 | 0.07% |
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.
