| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 132,620 | 3,459,000 | 54.54% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 78,423 | 2,045,000 | 32.24% | ||
| 3 | SOLARIS ASSET MANAGEMENT LLC | 28,868 | 753,000 | 11.87% | ||
| 4 | Sandy Spring Bank | 1,350 | 35,000 | 0.55% | ||
| 5 | Estabrook Capital Management | 1,000 | 26,080 | 0.41% | ||
| 6 | Vantage Investment Advisors, LLC | 920 | 24,000 | 0.38% |
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.
