| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 59,260 | 1,580,000 | 86.01% | ||
| 2 | Diversified Portfolios, Inc. | 2,558 | 206,000 | 11.21% | ||
| 3 | Crow Point Partners, LLC | 1,900 | 51,000 | 2.78% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 12 | 0 | 0.00% |
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.
