| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 142,554 | 3,922,000 | 67.97% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 52,100 | 1,433,271 | 24.84% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 14,800 | 407,000 | 7.05% | ||
| 4 | AMERIPRISE FINANCIAL INC | 286 | 8,000 | 0.14% |
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.
