| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HUNTINGTON NATIONAL BANK | 40,000 | 1,139,000 | 32.57% | ||
| 2 | PRIVATE ASSET MANAGEMENT INC | 37,450 | 1,038,000 | 29.68% | ||
| 3 | Edge Wealth Management LLC | 33,420 | 951,000 | 27.19% | ||
| 4 | Vision Capital Management, Inc. | 8,405 | 239,000 | 6.83% | ||
| 5 | AMERIPRISE FINANCIAL INC | 4,561 | 130,000 | 3.72% |
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.
