| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EVERETT HARRIS & CO /CA/ | 180,250 | 5,364,000 | 44.98% | ||
| 2 | SONORA INVESTMENT MANAGEMENT, LLC | 77,255 | 2,299,109 | 19.28% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 52,801 | 1,571,000 | 13.17% | ||
| 4 | FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 40,000 | 1,210,000 | 10.15% | ||
| 5 | Mengis Capital Management, Inc. | 24,800 | 738,000 | 6.19% | ||
| 6 | COBIZ WEALTH, LLC | 16,000 | 476,000 | 3.99% | ||
| 7 | PARK NATIONAL CORP /OH/ | 6,733 | 200,000 | 1.68% | ||
| 8 | GLENMEDE TRUST CO NA | 1,250 | 37,000 | 0.31% | ||
| 9 | TRUST CO OF VERMONT | 877 | 26,000 | 0.22% | ||
| 10 | MYCIO WEALTH PARTNERS, LLC | 128 | 4,000 | 0.03% |
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.
