| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 57,560 | 1,481,000 | 71.82% | ||
| 2 | AMERIPRISE FINANCIAL INC | 12,584 | 324,000 | 15.71% | ||
| 3 | Diversified Portfolios, Inc. | 2,558 | 208,000 | 10.09% | ||
| 4 | Crow Point Partners, LLC | 1,900 | 49,000 | 2.38% | ||
| 5 | 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.
