| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 596,181 | 13,229,000 | 54.88% | ||
| 2 | PVG Asset Management | 345,529 | 7,667,294 | 31.81% | ||
| 3 | Bollard Group LLC | 47,868 | 1,062,000 | 4.41% | ||
| 4 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 41,727 | 926,000 | 3.84% | ||
| 5 | ALBION FINANCIAL GROUP /UT | 36,244 | 804,000 | 3.34% | ||
| 6 | World Asset Management Inc | 18,741 | 416,000 | 1.73% |
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.
