| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 25,210 | 408,000 | 40.04% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 16,230 | 262,000 | 25.71% | ||
| 3 | Veritable, L.P. | 13,648 | 221,000 | 21.69% | ||
| 4 | First City Capital Management, Inc. | 7,915 | 127,980 | 12.56% |
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.