| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 25,443 | 1,095,000 | 42.45% | ||
| 2 | BEACH INVESTMENT COUNSEL INC/PA | 19,414 | 836,000 | 32.41% | ||
| 3 | KEELEY ASSET MANAGEMENT CORP | 10,000 | 430,000 | 16.67% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 4,726 | 203,000 | 7.87% | ||
| 5 | Pinnacle Holdings, LLC | 365 | 15,710 | 0.61% |
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.
