| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 566,182 | 12,518,000 | 49.39% | ||
| 2 | PVG Asset Management | 447,836 | 9,901,658 | 39.07% | ||
| 3 | Bollard Group LLC | 47,061 | 1,041,000 | 4.11% | ||
| 4 | ALBION FINANCIAL GROUP /UT | 31,039 | 686,000 | 2.71% | ||
| 5 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 20,927 | 463,000 | 1.83% | ||
| 6 | Cetera Advisor Networks LLC | 17,154 | 377,000 | 1.49% | ||
| 7 | World Asset Management Inc | 16,230 | 359,000 | 1.42% |
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.
