| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 370,322 | 9,866,000 | 45.79% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 202,697 | 5,400,000 | 25.06% | ||
| 3 | CITY NATIONAL BANK | 64,365 | 1,715,000 | 7.96% | ||
| 4 | ROOSEVELT INVESTMENT GROUP LLC | 63,127 | 1,682,000 | 7.81% | ||
| 5 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 61,821 | 1,647,000 | 7.64% | ||
| 6 | HUNTINGTON NATIONAL BANK | 20,500 | 546,000 | 2.53% | ||
| 7 | American Research & Management Co. | 12,175 | 324,000 | 1.50% | ||
| 8 | Wilmington Savings Fund Society, FSB | 11,000 | 293,000 | 1.36% | ||
| 9 | PRIVATE TRUST CO NA | 1,395 | 37,000 | 0.17% | ||
| 10 | Highlander Capital Management, LLC | 700 | 18,648 | 0.09% | ||
| 11 | TRUST CO OF VERMONT | 600 | 16,000 | 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.
