| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 105,310 | 2,750,000 | 40.25% | ||
| 2 | AMERIPRISE FINANCIAL INC | 79,576 | 2,078,000 | 30.42% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 61,222 | 1,599,000 | 23.40% | ||
| 4 | GLENMEDE TRUST CO NA | 8,000 | 208,000 | 3.04% | ||
| 5 | American Research & Management Co. | 3,850 | 101,000 | 1.48% | ||
| 6 | Highlander Capital Management, LLC | 1,500 | 39,000 | 0.57% | ||
| 7 | TRUST CO OF VERMONT | 900 | 23,000 | 0.34% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 851 | 22,000 | 0.32% | ||
| 9 | PRENTISS SMITH & CO INC | 450 | 12,000 | 0.18% |
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.
