| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SELZ CAPITAL LLC | 127,000 | 3,395,000 | 44.26% | ||
| 2 | Advisors Capital Management, LLC | 102,675 | 2,745,000 | 35.79% | ||
| 3 | SVB WEALTH LLC | 20,240 | 541,000 | 7.05% | ||
| 4 | Obermeyer Wealth Partners | 14,600 | 390,000 | 5.08% | ||
| 5 | BEACH INVESTMENT COUNSEL INC/PA | 13,052 | 349,000 | 4.55% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 9,350 | 250,000 | 3.26% |
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.
