| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 35,429 | 2,195,000 | 77.15% | ||
| 2 | FULTON BANK, N.A. | 6,646 | 412,000 | 14.48% | ||
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 3,846 | 238,000 | 8.37% |
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.
