| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 35,841 | 864,000 | 41.93% | ||
| 2 | RAY GERALD L & ASSOCIATES LTD | 33,900 | 818,000 | 39.70% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 10,611 | 256,000 | 12.42% | ||
| 4 | OPTIMUM INVESTMENT ADVISORS | 3,000 | 72,000 | 3.49% | ||
| 5 | MassMutual Private Wealth & Trust, FSB | 2,100 | 50,652 | 2.46% |
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.
