| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MID CONTINENT CAPITAL LLC/IL | 591,583 | 15,375,000 | 89.85% | ||
| 2 | COBIZ WEALTH, LLC | 41,481 | 1,078,000 | 6.30% | ||
| 3 | NAPLES GLOBAL ADVISORS, LLC | 12,750 | 331,000 | 1.93% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 12,595 | 327,000 | 1.91% |
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.
