| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 83,793 | 3,439,000 | 79.81% | ||
| 2 | Tufton Capital Management | 16,204 | 648,000 | 15.04% | ||
| 3 | BLAIR WILLIAM & CO/IL | 5,055 | 201,000 | 4.66% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 500 | 20,000 | 0.46% | ||
| 5 | Parasol Investment Management, LLC | 27 | 1,000 | 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.
