| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sequent Asset Management, LLC | 69,524 | 806,000 | 43.40% | ||
| 2 | KEELEY ASSET MANAGEMENT CORP | 40,280 | 467,000 | 25.15% | ||
| 3 | PARSONS CAPITAL MANAGEMENT INC/RI | 27,152 | 315,000 | 16.96% | ||
| 4 | Veritable, L.P. | 13,000 | 151,000 | 8.13% | ||
| 5 | World Asset Management Inc | 10,196 | 118,000 | 6.35% |
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.
