| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 459,194 | 25,228,000 | 61.15% | ||
| 2 | Geneva Advisors, LLC | 241,775 | 13,283,000 | 32.19% | ||
| 3 | HWG Holdings LP | 50,022 | 2,748,000 | 6.66% |
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.
