| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 185,138 | 4,895,000 | 55.55% | ||
| 2 | EVERETT HARRIS & CO /CA/ | 120,000 | 3,173,000 | 36.01% | ||
| 3 | MassMutual Private Wealth & Trust, FSB | 14,250 | 364,800 | 4.14% | ||
| 4 | Wilmington Savings Fund Society, FSB | 8,000 | 211,000 | 2.39% | ||
| 5 | WESTPORT RESOURCES MANAGEMENT INC | 4,970 | 131,000 | 1.49% | ||
| 6 | Brookstone Capital Management | 800 | 21,000 | 0.24% | ||
| 7 | MYCIO WEALTH PARTNERS, LLC | 323 | 9,000 | 0.10% | ||
| 8 | GLENMEDE TRUST CO NA | 300 | 7,000 | 0.08% |
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.
