| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 724,405 | 12,916,000 | 63.77% | ||
| 2 | Pinnacle Holdings, LLC | 291,861 | 5,203,882 | 25.69% | SH | |
| 3 | NORTH AMERICAN MANAGEMENT CORP | 78,656 | 1,402,000 | 6.92% | ||
| 4 | BOSTON FAMILY OFFICE LLC | 23,845 | 425,000 | 2.10% | ||
| 5 | PARSONS CAPITAL MANAGEMENT INC/RI | 17,200 | 307,000 | 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.
