| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EVERETT HARRIS & CO /CA/ | 180,250 | 5,287,000 | 46.77% | ||
| 2 | Addison Capital Co | 55,380 | 1,624,000 | 14.37% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 54,345 | 1,594,000 | 14.10% | ||
| 4 | FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 40,000 | 1,149,000 | 10.16% | ||
| 5 | Mengis Capital Management, Inc. | 23,300 | 683,000 | 6.04% | ||
| 6 | SONORA INVESTMENT MANAGEMENT, LLC | 21,405 | 623,528 | 5.52% | ||
| 7 | COBIZ WEALTH, LLC | 9,500 | 279,000 | 2.47% | ||
| 8 | GLENMEDE TRUST CO NA | 1,250 | 36,000 | 0.32% | ||
| 9 | TRUST CO OF VERMONT | 877 | 26,000 | 0.23% | ||
| 10 | MYCIO WEALTH PARTNERS, LLC | 70 | 2,000 | 0.02% |
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.
