| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 17,155 | 425,000 | 68.66% | ||
| 2 | Welch Group, LLC | 7,021 | 174,000 | 28.11% | ||
| 3 | MYCIO WEALTH PARTNERS, LLC | 778 | 19,000 | 3.07% | ||
| 4 | Crosspoint Capital Strategies, LLC | 57 | 1,000 | 0.16% |
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.
