| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KARPAS STRATEGIES, LLC | 12,242 | 509,000 | 47.35% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 8,436 | 350,000 | 32.56% | ||
| 3 | ROANOKE ASSET MANAGEMENT CORP/ NY | 5,209 | 216,000 | 20.09% |
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.
