| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 34,449 | 2,182,000 | 88.74% | ||
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 4,379 | 277,000 | 11.26% |
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.