| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 500 | 13,000 | 0.73% | SH | |
| 2 | Nelson Capital Management, LLC | 1,845 | 48,000 | 2.70% | ||
| 3 | GLENMEDE TRUST CO NA | 3,230 | 83,000 | 4.67% | ||
| 4 | PRIVATE TRUST CO NA | 8,752 | 226,000 | 12.71% | ||
| 5 | AMERIPRISE FINANCIAL INC | 10,333 | 268,000 | 15.07% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 11,218 | 291,000 | 16.37% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 14,576 | 378,000 | 21.26% | ||
| 8 | Newman Dignan & Sheerar, Inc. | 18,150 | 471,000 | 26.49% |
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.
