| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 163,863 | 4,295,000 | 44.53% | ||
| 2 | EVERETT HARRIS & CO /CA/ | 120,000 | 3,145,000 | 32.61% | ||
| 3 | AMERIPRISE FINANCIAL INC | 47,352 | 1,241,000 | 12.87% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 30,249 | 793,000 | 8.22% | ||
| 5 | MassMutual Private Wealth & Trust, FSB | 6,600 | 171,204 | 1.78% |
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.
