| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 32,850 | 2,112,000 | 89.26% | ||
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 3,956 | 254,000 | 10.74% |
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.