| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 647,300 | 12,584,000 | 61.25% | ||
| 2 | Pinnacle Holdings, LLC | 295,736 | 5,749,108 | 27.98% | ||
| 3 | NORTH AMERICAN MANAGEMENT CORP | 74,731 | 1,453,000 | 7.07% | ||
| 4 | BOSTON FAMILY OFFICE LLC | 23,900 | 465,000 | 2.26% | ||
| 5 | PARSONS CAPITAL MANAGEMENT INC/RI | 15,200 | 295,000 | 1.44% |
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.
