| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HUNTINGTON NATIONAL BANK | 40,000 | 1,135,000 | 29.97% | ||
| 2 | PRIVATE ASSET MANAGEMENT INC | 37,450 | 1,049,000 | 27.70% | ||
| 3 | Edge Wealth Management LLC | 32,410 | 921,000 | 24.32% | ||
| 4 | Geneva Advisors, LLC | 10,405 | 295,000 | 7.79% | ||
| 5 | Vision Capital Management, Inc. | 8,755 | 248,000 | 6.55% | ||
| 6 | AMERIPRISE FINANCIAL INC | 4,561 | 129,000 | 3.41% | ||
| 7 | PRIVATE TRUST CO NA | 350 | 10,000 | 0.26% |
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.
