| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 10,000 | 240,000 | 56.99% | ||
| 2 | MOTCO | 5,703 | 137,000 | 32.53% | ||
| 3 | Estabrook Capital Management | 1,628 | 39,105 | 9.29% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 179 | 4,000 | 0.95% | ||
| 5 | CT Financial Advisors LLC | 42 | 1,020 | 0.24% |
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.
