| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 30,014 | 762,000 | 32.82% | ||
| 2 | FULTON BREAKEFIELD BROENNIMAN LLC | 16,155 | 410,000 | 17.66% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 15,000 | 381,000 | 16.41% | ||
| 4 | AMERIPRISE FINANCIAL INC | 10,486 | 266,000 | 11.46% | ||
| 5 | BELL ROCK CAPITAL LLC | 10,000 | 254,000 | 10.94% | ||
| 6 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9,174 | 233,000 | 10.03% | ||
| 7 | GLENMEDE TRUST CO NA | 600 | 15,000 | 0.65% | ||
| 8 | INTELLECTUS PARTNERS, LLC | 29 | 1,000 | 0.04% |
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.
