| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Willingdon Wealth Management | 403,741 | 2,935,000 | 63.39% | ||
| 2 | CRAWFORD INVESTMENT COUNSEL INC | 195,505 | 1,421,000 | 30.69% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 27,602 | 201,000 | 4.34% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 10,000 | 73,000 | 1.58% |
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.
