| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 643,009 | 11,285,000 | 57.97% | ||
| 2 | PVG Asset Management | 338,702 | 5,944,227 | 30.54% | ||
| 3 | Bollard Group LLC | 48,793 | 856,000 | 4.40% | ||
| 4 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 42,102 | 739,000 | 3.80% | ||
| 5 | ALBION FINANCIAL GROUP /UT | 36,599 | 642,000 | 3.30% |
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.
