| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 734,561 | 39,051,000 | 75.63% | ||
| 2 | AFAM CAPITAL, INC. | 180,722 | 9,587,000 | 18.57% | ||
| 3 | Freedom Investment Management, Inc. | 23,359 | 1,239,000 | 2.40% | ||
| 4 | CITY NATIONAL BANK | 18,365 | 974,000 | 1.89% | ||
| 5 | Long Wharf Investors, Inc. | 14,657 | 778,000 | 1.51% | ||
| 6 | PRIVATE TRUST CO NA | 90 | 5,000 | 0.01% |
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.