| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARSONS CAPITAL MANAGEMENT INC/RI | 37,105 | 989,000 | 31.40% | ||
| 2 | W.G. Shaheen & Associates DBA Whitney & Co | 30,000 | 800,000 | 25.40% | ||
| 3 | Belmont Global Advisors, Inc. | 25,000 | 667,000 | 21.18% | ||
| 4 | Renaissance Investment Group LLC | 14,288 | 381,000 | 12.10% | ||
| 5 | Veritable, L.P. | 10,548 | 281,000 | 8.92% | ||
| 6 | CHILTON CAPITAL MANAGEMENT LLC | 1,185 | 31,616 | 1.00% |
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.
