| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 127,581 | 3,218,000 | 46.24% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 68,768 | 1,735,000 | 24.93% | ||
| 3 | SOLARIS ASSET MANAGEMENT LLC | 21,955 | 554,000 | 7.96% | ||
| 4 | MID CONTINENT CAPITAL LLC/IL | 18,600 | 469,000 | 6.74% | ||
| 5 | Janney Montgomery Scott LLC | 18,200 | 459,100 | 6.60% | ||
| 6 | Calvert Investment Management, Inc. | 17,800 | 449,000 | 6.45% | ||
| 7 | AMERIPRISE FINANCIAL INC | 2,000 | 50,000 | 0.72% | ||
| 8 | Estabrook Capital Management | 1,000 | 25,225 | 0.36% |
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.
