| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 13,976 | 357,000 | 26.50% | ||
| 2 | AMERIPRISE FINANCIAL INC | 10,817 | 277,000 | 20.56% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 10,597 | 271,000 | 20.12% | ||
| 4 | PRIVATE TRUST CO NA | 8,752 | 224,000 | 16.63% | ||
| 5 | BELL ROCK CAPITAL LLC | 4,792 | 123,000 | 9.13% | ||
| 6 | GLENMEDE TRUST CO NA | 3,230 | 82,000 | 6.09% | ||
| 7 | Edge Wealth Management LLC | 500 | 13,000 | 0.97% |
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.
