| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KARPAS STRATEGIES, LLC | 12,242 | 506,000 | 45.96% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 9,195 | 380,000 | 34.51% | ||
| 3 | ROANOKE ASSET MANAGEMENT CORP/ NY | 5,209 | 215,000 | 19.53% |
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.
