| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARMSTRONG SHAW ASSOCIATES INC/CT | 165,409 | 6,424,000 | 53.35% | ||
| 2 | Advisors Capital Management, LLC | 114,024 | 4,429,000 | 36.78% | ||
| 3 | Veritable, L.P. | 12,154 | 472,000 | 3.92% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 10,932 | 425,000 | 3.53% | ||
| 5 | SCOUT INVESTMENTS, INC. | 7,530 | 292,000 | 2.42% |
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.
