| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ICON ADVISERS INC/CO | 27,610 | 2,034,000 | 32.29% | ||
| 2 | World Asset Management Inc | 22,347 | 1,646,000 | 26.13% | ||
| 3 | SVB WEALTH LLC | 18,310 | 1,349,000 | 21.41% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 16,919 | 1,247,000 | 19.79% | ||
| 5 | ISTHMUS PARTNERS, LLC | 273 | 20,000 | 0.32% | ||
| 6 | SYNOVUS FINANCIAL CORP | 61 | 4,000 | 0.06% |
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.
