| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DONALDSON CAPITAL MANAGEMENT, LLC | 13,423 | 701,000 | 33.14% | ||
| 2 | KARPAS STRATEGIES, LLC | 9,899 | 517,000 | 24.44% | ||
| 3 | PARSONS CAPITAL MANAGEMENT INC/RI | 6,750 | 353,000 | 16.69% | ||
| 4 | Janney Montgomery Scott LLC | 6,208 | 324,237 | 15.33% | ||
| 5 | ROANOKE ASSET MANAGEMENT CORP/ NY | 4,212 | 220,000 | 10.40% |
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.
