| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Richard C. Young & CO., LTD. | 146,905 | 9,447,000 | 70.25% | SH | |
| 2 | SCHRODER INVESTMENT MANAGEMENT GROUP | 60,756 | 3,907,220 | 29.06% | ||
| 3 | LBA Wealth Management, LLC | 1,450 | 93,000 | 0.69% |
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.