| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 40,311 | 1,024,000 | 46.63% | ||
| 2 | COBIZ WEALTH, LLC | 22,949 | 583,000 | 26.55% | ||
| 3 | BANTA ASSET MANAGEMENT LP | 11,985 | 304,000 | 13.84% | ||
| 4 | TRUST CO OF VERMONT | 4,025 | 102,000 | 4.64% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 3,750 | 95,000 | 4.33% | ||
| 6 | Highlander Capital Management, LLC | 3,500 | 88,000 | 4.01% |
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.
