| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 25,092 | 649,000 | 52.30% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10,556 | 273,000 | 22.00% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 7,519 | 194,000 | 15.63% | ||
| 4 | SOLARIS ASSET MANAGEMENT LLC | 1,937 | 50,000 | 4.03% | ||
| 5 | INTELLECTUS PARTNERS, LLC | 1,552 | 41,000 | 3.30% | ||
| 6 | Nelson Capital Management, LLC | 1,000 | 26,000 | 2.10% | ||
| 7 | Winch Advisory Services, LLC | 327 | 8,000 | 0.64% |
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.
