| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 134,661 | 3,476,000 | 53.86% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 81,325 | 2,099,000 | 32.52% | ||
| 3 | SOLARIS ASSET MANAGEMENT LLC | 33,045 | 853,000 | 13.22% | ||
| 4 | Estabrook Capital Management | 1,000 | 25,810 | 0.40% |
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.
