| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 96,260 | 2,546,000 | 72.41% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 25,219 | 667,000 | 18.97% | ||
| 3 | GLENMEDE TRUST CO NA | 8,000 | 211,000 | 6.00% | ||
| 4 | Highlander Capital Management, LLC | 1,500 | 40,000 | 1.14% | ||
| 5 | TRUST CO OF VERMONT | 900 | 24,000 | 0.68% | ||
| 6 | PRENTISS SMITH & CO INC | 450 | 12,000 | 0.34% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 401 | 11,000 | 0.31% | ||
| 8 | SARGENT BICKHAM LAGUDIS LLC | 200 | 5,000 | 0.14% |
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.
