| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARSONS CAPITAL MANAGEMENT INC/RI | 37,105 | 987,000 | 30.63% | ||
| 2 | Belmont Global Advisors, Inc. | 30,000 | 798,000 | 24.77% | ||
| 3 | W.G. Shaheen & Associates DBA Whitney & Co | 29,700 | 790,000 | 24.52% | ||
| 4 | Renaissance Investment Group LLC | 13,788 | 367,000 | 11.39% | ||
| 5 | Veritable, L.P. | 10,548 | 280,000 | 8.69% |
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.
