| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KARPAS STRATEGIES, LLC | 10,911 | 537,000 | 27.91% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 8,848 | 436,000 | 22.66% | ||
| 3 | FDx Advisors, Inc. | 7,800 | 385,000 | 20.01% | ||
| 4 | Janney Montgomery Scott LLC | 6,842 | 337,000 | 17.52% | ||
| 5 | ROANOKE ASSET MANAGEMENT CORP/ NY | 4,642 | 229,000 | 11.90% |
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.
