| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 38,035 | 884,000 | 49.27% | ||
| 2 | RAY GERALD L & ASSOCIATES LTD | 33,900 | 788,000 | 43.92% | ||
| 3 | OPTIMUM INVESTMENT ADVISORS | 3,000 | 70,000 | 3.90% | ||
| 4 | MassMutual Private Wealth & Trust, FSB | 2,250 | 52,312 | 2.92% |
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.
