| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 106,413 | 3,020,000 | 64.71% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 37,150 | 1,054,317 | 22.59% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 12,200 | 346,000 | 7.41% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 8,500 | 241,000 | 5.16% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 200 | 6,000 | 0.13% |
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.