| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 41,586 | 1,060,000 | 64.19% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 11,308 | 288,230 | 17.45% | ||
| 3 | SUN LIFE FINANCIAL INC | 10,000 | 255,000 | 15.44% | ||
| 4 | Estabrook Capital Management | 1,500 | 38,235 | 2.32% | ||
| 5 | TRUST CO OF VERMONT | 400 | 10,000 | 0.61% |
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.
