| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ranger International Management, LP | 167,851 | 9,568,000 | 34.70% | ||
| 2 | Bollard Group LLC | 154,186 | 8,789,000 | 31.87% | ||
| 3 | EVERETT HARRIS & CO /CA/ | 108,782 | 6,201,000 | 22.49% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 15,893 | 906,000 | 3.29% | ||
| 5 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 15,575 | 888,000 | 3.22% | ||
| 6 | Oxbow Advisors, LLC | 12,600 | 718,000 | 2.60% | ||
| 7 | BALDWIN WEALTH PARTNERS LLC/MA | 5,000 | 285,000 | 1.03% | ||
| 8 | Veritable, L.P. | 3,835 | 219,000 | 0.79% |
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.
