| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 39,454 | 1,009,000 | 71.48% | ||
| 2 | Addison Capital Co | 13,850 | 354,000 | 25.08% | ||
| 3 | Estabrook Capital Management | 1,500 | 38,370 | 2.72% | ||
| 4 | TRUST CO OF VERMONT | 400 | 10,000 | 0.71% | ||
| 5 | SUN LIFE FINANCIAL INC | 10,000 | 256 | 0.02% |
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.