| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 1,321,406 | 36,087,000 | 66.68% | ||
| 2 | ZWJ INVESTMENT COUNSEL INC | 244,360 | 6,674,000 | 12.33% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 144,134 | 3,936,000 | 7.27% | ||
| 4 | Windsor Financial Group, LLC | 81,064 | 2,214,000 | 4.09% | ||
| 5 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 53,612 | 1,464,000 | 2.70% | ||
| 6 | MassMutual Private Wealth & Trust, FSB | 44,975 | 1,228,267 | 2.27% | ||
| 7 | MID CONTINENT CAPITAL LLC/IL | 33,550 | 916,000 | 1.69% | ||
| 8 | Janney Montgomery Scott LLC | 25,656 | 700,673 | 1.29% | ||
| 9 | HUNTINGTON NATIONAL BANK | 24,821 | 678,000 | 1.25% | ||
| 10 | REILLY FINANCIAL ADVISORS, LLC | 5,275 | 144,000 | 0.27% | ||
| 11 | GLENMEDE TRUST CO NA | 1,600 | 43,000 | 0.08% | ||
| 12 | CapWealth Advisors, LLC | 1,000 | 27,000 | 0.05% | ||
| 13 | PRIVATE TRUST CO NA | 400 | 11,000 | 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.
