| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Private Capital Advisors, Inc. | 18,986 | 682,000 | 52.37% | ||
| 2 | MOTCO | 14,064 | 505,000 | 38.78% | ||
| 3 | CT Financial Advisors LLC | 2,289 | 82,238 | 6.32% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 688 | 24,723 | 1.90% | ||
| 5 | Estabrook Capital Management | 230 | 8,264 | 0.63% |
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.