| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 75,158 | 2,846,000 | 82.11% | ||
| 2 | Tufton Capital Management | 16,204 | 617,000 | 17.80% | ||
| 3 | Joel Isaacson & Co., LLC | 78 | 3,000 | 0.09% |
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.