| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Welch Group, LLC | 7,021 | 181,000 | 8.46% | ||
| 2 | AMERIPRISE FINANCIAL INC | 11,444 | 295,000 | 13.79% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 17,055 | 440,000 | 20.56% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 47,492 | 1,224,000 | 57.20% |
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.
