| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 956,174 | 15,739,000 | 46.30% | ||
| 2 | Hollow Brook Wealth Management LLC | 413,240 | 6,802,000 | 20.01% | ||
| 3 | D L CARLSON INVESTMENT GROUP INC | 270,894 | 4,459,000 | 13.12% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 156,572 | 2,577,000 | 7.58% | ||
| 5 | Willingdon Wealth Management | 72,381 | 1,189,000 | 3.50% | ||
| 6 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 66,156 | 1,089,000 | 3.20% | ||
| 7 | Camelot Portfolios, LLC | 50,312 | 828,000 | 2.44% | ||
| 8 | Norman Fields, Gottscho Capital Management, LLC | 49,100 | 808,000 | 2.38% | ||
| 9 | LaSalle Street Capital Management, LLC | 18,900 | 311,000 | 0.91% | ||
| 10 | Geneva Advisors, LLC | 11,665 | 192,000 | 0.56% |
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.
