| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 212,500 | 19,992,000 | 74.33% | ||
| 2 | CARRET ASSET MANAGEMENT, LLC | 30,705 | 2,920,000 | 10.86% | ||
| 3 | SONORA INVESTMENT MANAGEMENT, LLC | 26,400 | 2,510,828 | 9.33% | ||
| 4 | LAFFER TENGLER INVESTMENTS, INC. | 14,854 | 1,408,872 | 5.24% | ||
| 5 | GLENMEDE TRUST CO NA | 700 | 66,000 | 0.25% |
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.
