| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 500 | 13,000 | 0.93% | ||
| 2 | Nelson Capital Management, LLC | 2,645 | 69,000 | 4.93% | ||
| 3 | GLENMEDE TRUST CO NA | 3,230 | 84,000 | 6.00% | ||
| 4 | PRIVATE TRUST CO NA | 8,752 | 228,000 | 16.30% | ||
| 5 | AMERIPRISE FINANCIAL INC | 10,940 | 286,000 | 20.44% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 12,603 | 330,000 | 23.59% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 14,876 | 389,000 | 27.81% |
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.
