| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DAVIDSON & GARRARD INC | 95,770 | 2,380,000 | 84.18% | ||
| 2 | American Research & Management Co. | 14,500 | 360,000 | 12.73% | ||
| 3 | Estabrook Capital Management | 2,500 | 62,125 | 2.20% | ||
| 4 | INTELLECTUS PARTNERS, LLC | 1,009 | 25,000 | 0.88% |
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.