| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 31,916 | 837,000 | 36.05% | ||
| 2 | IAT REINSURANCE CO LTD. | 20,000 | 524,000 | 22.57% | ||
| 3 | FULTON BREAKEFIELD BROENNIMAN LLC | 14,585 | 382,000 | 16.45% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10,950 | 287,000 | 12.36% | ||
| 5 | AMERIPRISE FINANCIAL INC | 9,558 | 251,000 | 10.81% | ||
| 6 | KELMAN-LAZAROV, INC. | 1,010 | 26,000 | 1.12% | ||
| 7 | GLENMEDE TRUST CO NA | 600 | 15,000 | 0.65% |
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.
