| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 32,680 | 2,123,000 | 61.70% | ||
| 2 | FDx Advisors, Inc. | 16,300 | 1,062,000 | 30.86% | ||
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 3,947 | 256,000 | 7.44% |
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.
