| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Waldron Private Wealth LLC | 179,505 | 7,080,000 | 77.15% | ||
| 2 | KEELEY ASSET MANAGEMENT CORP | 24,400 | 962,000 | 10.48% | ||
| 3 | Veritable, L.P. | 12,590 | 497,000 | 5.42% | ||
| 4 | Camelot Portfolios, LLC | 25,898 | 378,000 | 4.12% | ||
| 5 | Boltwood Capital Management | 6,600 | 260,000 | 2.83% |
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.
