| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 46,505 | 1,714,000 | 75.01% | ||
| 2 | BEACH INVESTMENT COUNSEL INC/PA | 12,941 | 477,000 | 20.88% | ||
| 3 | Bollard Group LLC | 2,468 | 91,000 | 3.98% | ||
| 4 | Ranger International Management, LP | 89 | 3,000 | 0.13% |
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.
