| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 78,158 | 2,940,000 | 82.38% | ||
| 2 | Tufton Capital Management | 16,204 | 607,000 | 17.01% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 500 | 18,725 | 0.52% | ||
| 4 | Joel Isaacson & Co., LLC | 78 | 3,000 | 0.08% |
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.
