| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DAVIDSON & GARRARD INC | 118,595 | 2,887,000 | 85.34% | ||
| 2 | AMERIPRISE FINANCIAL INC | 13,892 | 338,000 | 9.99% | ||
| 3 | WESTPORT RESOURCES MANAGEMENT INC | 4,000 | 97,000 | 2.87% | ||
| 4 | Estabrook Capital Management | 2,500 | 60,850 | 1.80% |
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.