| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 241,400 | 20,558,000 | 72.99% | ||
| 2 | CARRET ASSET MANAGEMENT, LLC | 30,895 | 2,649,000 | 9.41% | ||
| 3 | SONORA INVESTMENT MANAGEMENT, LLC | 27,500 | 2,440,625 | 8.67% | ||
| 4 | LAFFER TENGLER INVESTMENTS, INC. | 15,121 | 1,286,056 | 4.57% | ||
| 5 | Carnick & Kubik, LLC | 13,656 | 1,171,000 | 4.16% | ||
| 6 | GLENMEDE TRUST CO NA | 700 | 60,000 | 0.21% |
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.
