| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 1,257,175 | 13,452,000 | 80.62% | ||
| 2 | Pinnacle Holdings, LLC | 278,688 | 2,981,962 | 17.87% | ||
| 3 | BOSTON FAMILY OFFICE LLC | 23,545 | 252,000 | 1.51% |
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.
