| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 595,805 | 11,612,000 | 59.50% | ||
| 2 | Pinnacle Holdings, LLC | 296,056 | 5,770,131 | 29.56% | ||
| 3 | NORTH AMERICAN MANAGEMENT CORP | 70,437 | 1,373,000 | 7.03% | ||
| 4 | BOSTON FAMILY OFFICE LLC | 23,900 | 466,000 | 2.39% | ||
| 5 | PARSONS CAPITAL MANAGEMENT INC/RI | 15,200 | 296,000 | 1.52% |
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.
