| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 829,111 | 8,432,000 | 73.33% | ||
| 2 | Pinnacle Holdings, LLC | 278,017 | 2,827,433 | 24.59% | SH | |
| 3 | BOSTON FAMILY OFFICE LLC | 23,545 | 239,000 | 2.08% |
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.
