| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | American Research & Management Co. | 44,025 | 1,120,000 | 74.27% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 11,300 | 288,000 | 19.10% | ||
| 3 | Highlander Capital Management, LLC | 2,400 | 61,000 | 4.05% | ||
| 4 | MYCIO WEALTH PARTNERS, LLC | 1,322 | 34,000 | 2.25% | ||
| 5 | COLONY GROUP LLC | 200 | 5,000 | 0.33% |
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.
