| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Richard C. Young & CO., LTD. | 143,095 | 7,793,000 | 88.17% | ||
| 2 | NAPLES GLOBAL ADVISORS, LLC | 15,300 | 833,000 | 9.42% | ||
| 3 | CLEARARC CAPITAL INC | 3,902 | 213,000 | 2.41% |
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.
