| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 30,014 | 776,000 | 32.82% | ||
| 2 | FULTON BREAKEFIELD BROENNIMAN LLC | 17,985 | 465,000 | 19.67% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 12,000 | 310,000 | 13.11% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10,871 | 281,000 | 11.89% | ||
| 5 | AMERIPRISE FINANCIAL INC | 10,160 | 263,000 | 11.12% | ||
| 6 | CYPRESS ASSET MANAGEMENT INC/TX | 8,800 | 228,000 | 9.64% | ||
| 7 | KELMAN-LAZAROV, INC. | 1,010 | 26,290 | 1.11% | ||
| 8 | GLENMEDE TRUST CO NA | 600 | 15,000 | 0.63% |
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.
