| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DONALDSON CAPITAL MANAGEMENT, LLC | 12,644 | 662,000 | 32.01% | ||
| 2 | KARPAS STRATEGIES, LLC | 9,899 | 518,000 | 25.05% | ||
| 3 | PARSONS CAPITAL MANAGEMENT INC/RI | 6,750 | 353,000 | 17.07% | ||
| 4 | Janney Montgomery Scott LLC | 6,208 | 324,858 | 15.71% | ||
| 5 | ROANOKE ASSET MANAGEMENT CORP/ NY | 4,014 | 210,000 | 10.16% |
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.
