| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 139,316 | 3,684,000 | 54.76% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 81,049 | 2,143,000 | 31.85% | ||
| 3 | SOLARIS ASSET MANAGEMENT LLC | 33,045 | 874,000 | 12.99% | ||
| 4 | Estabrook Capital Management | 1,000 | 26,440 | 0.39% |
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.
