| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 61,965 | 1,412,000 | 84.20% | ||
| 2 | QUEST INVESTMENT MANAGEMENT LLC | 10,205 | 233,000 | 13.89% | ||
| 3 | AMERIPRISE FINANCIAL INC | 800 | 18,000 | 1.07% | ||
| 4 | PRIVATE TRUST CO NA | 625 | 14,000 | 0.83% |
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.
