| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KARPAS STRATEGIES, LLC | 13,121 | 606,000 | 49.31% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 7,904 | 365,000 | 29.70% | ||
| 3 | ROANOKE ASSET MANAGEMENT CORP/ NY | 5,583 | 258,000 | 20.99% |
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.
