| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 250,717 | 5,303,000 | 60.54% | ||
| 2 | SELZ CAPITAL LLC | 127,000 | 2,686,000 | 30.67% | ||
| 3 | SVB WEALTH LLC | 23,220 | 491,000 | 5.61% | ||
| 4 | Obermeyer Wealth Partners | 13,200 | 279,000 | 3.19% |
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.
