| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 25,087 | 652,000 | 46.84% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16,031 | 417,000 | 29.96% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 7,555 | 196,000 | 14.08% | ||
| 4 | SOLARIS ASSET MANAGEMENT LLC | 1,937 | 50,000 | 3.59% | ||
| 5 | INTELLECTUS PARTNERS, LLC | 1,614 | 43,000 | 3.09% | ||
| 6 | Nelson Capital Management, LLC | 1,000 | 26,000 | 1.87% | ||
| 7 | Winch Advisory Services, LLC | 322 | 8,000 | 0.57% |
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.
