| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Willingdon Wealth Management | 286,104 | 2,140,000 | 54.36% | ||
| 2 | CRAWFORD INVESTMENT COUNSEL INC | 201,780 | 1,509,000 | 38.33% | ||
| 3 | World Asset Management Inc | 14,681 | 110,000 | 2.79% | ||
| 4 | Hollow Brook Wealth Management LLC | 13,819 | 103,000 | 2.62% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 10,000 | 75,000 | 1.91% |
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.
