| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 57,350 | 1,491,000 | 85.44% | ||
| 2 | Diversified Portfolios, Inc. | 2,558 | 254,000 | 14.56% |
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.
