| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VALLEY WEALTH MANAGERS, INC. | 19,325 | 1,183,000 | 41.70% | ||
| 2 | CenturyLink Investment Management Co | 13,425 | 822,000 | 28.97% | ||
| 3 | Janney Montgomery Scott LLC | 7,561 | 463,000 | 16.32% | ||
| 4 | Price Capital Management, Inc. | 5,609 | 343,000 | 12.09% | ||
| 5 | OPTIMUM INVESTMENT ADVISORS | 300 | 18,000 | 0.63% | ||
| 6 | Gemmer Asset Management LLC | 126 | 8,000 | 0.28% |
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.
