| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 61,965 | 1,351,456 | 57.50% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 33,414 | 729,000 | 31.02% | ||
| 3 | Mathes Company, Inc. | 11,750 | 256,000 | 10.89% | ||
| 4 | PRIVATE TRUST CO NA | 625 | 14,000 | 0.60% |
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.
