| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KARPAS STRATEGIES, LLC | 10,911 | 532,000 | 29.49% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 9,820 | 479,000 | 26.55% | ||
| 3 | Janney Montgomery Scott LLC | 6,842 | 333,825 | 18.51% | ||
| 4 | PARSONS CAPITAL MANAGEMENT INC/RI | 4,750 | 232,000 | 12.86% | ||
| 5 | ROANOKE ASSET MANAGEMENT CORP/ NY | 4,642 | 227,000 | 12.58% |
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.
