| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KARPAS STRATEGIES, LLC | 10,964 | 480,000 | 44.78% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 8,862 | 388,000 | 36.19% | ||
| 3 | ROANOKE ASSET MANAGEMENT CORP/ NY | 4,665 | 204,000 | 19.03% |
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.
