| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 15,021 | 387,000 | 35.34% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 11,425 | 295,000 | 26.94% | ||
| 3 | AMERIPRISE FINANCIAL INC | 10,037 | 259,000 | 23.65% | ||
| 4 | GLENMEDE TRUST CO NA | 3,230 | 83,000 | 7.58% | ||
| 5 | Nelson Capital Management, LLC | 2,645 | 68,000 | 6.21% | ||
| 6 | Edge Wealth Management LLC | 133 | 3,000 | 0.27% |
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.
