| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CG Asset Management LLC | 38,700 | 1,339,000 | 40.54% | ||
| 2 | Avalon Investment & Advisory | 22,985 | 796,000 | 24.10% | ||
| 3 | CAPITAL MANAGEMENT ASSOCIATES /NY/ | 15,000 | 519,000 | 15.71% | ||
| 4 | BEACH INVESTMENT COUNSEL INC/PA | 12,675 | 439,000 | 13.29% | ||
| 5 | RONALD BLUE & CO LLC | 6,057 | 210,000 | 6.36% |
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.
