| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 131,786 | 3,357,000 | 54.55% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 79,675 | 2,029,000 | 32.97% | ||
| 3 | SOLARIS ASSET MANAGEMENT LLC | 28,945 | 737,000 | 11.98% | ||
| 4 | Estabrook Capital Management | 1,000 | 25,470 | 0.41% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 200 | 5,000 | 0.08% |
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.
