| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 29,646 | 1,963,000 | 87.63% | ||
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 4,176 | 277,000 | 12.37% |
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.