| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 38,450 | 983,000 | 77.04% | ||
| 2 | Diversified Portfolios, Inc. | 3,130 | 293,000 | 22.96% |
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.