| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KARPAS STRATEGIES, LLC | 12,315 | 517,000 | 47.34% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 8,451 | 355,000 | 32.51% | ||
| 3 | ROANOKE ASSET MANAGEMENT CORP/ NY | 5,240 | 220,000 | 20.15% |
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.
