| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 36,111 | 2,299,000 | 76.89% | ||
| 2 | FULTON BANK, N.A. | 7,192 | 458,000 | 15.32% | ||
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 3,651 | 233,000 | 7.79% |
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.