| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 120,088 | 3,273,000 | 39.29% | ||
| 2 | EVERETT HARRIS & CO /CA/ | 120,000 | 3,270,000 | 39.25% | ||
| 3 | MassMutual Private Wealth & Trust, FSB | 35,975 | 980,376 | 11.77% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 29,654 | 808,000 | 9.70% |
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.