| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 500 | 13,000 | 0.93% | SH | |
| 2 | WEALTHPLAN PARTNERS, LLC | 600 | 15,804 | 1.13% | ||
| 3 | Nelson Capital Management, LLC | 1,845 | 49,000 | 3.49% | ||
| 4 | GLENMEDE TRUST CO NA | 3,230 | 85,000 | 6.06% | ||
| 5 | PRIVATE TRUST CO NA | 8,752 | 229,000 | 16.32% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 11,679 | 308,000 | 21.96% | ||
| 7 | AMERIPRISE FINANCIAL INC | 11,814 | 311,000 | 22.17% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 14,876 | 392,000 | 27.94% |
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.
