| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 36,364 | 2,392,000 | 91.44% | ||
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 3,398 | 224,000 | 8.56% |
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.
