| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 576,105 | 9,189,000 | 57.87% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 419,324 | 6,689,000 | 42.13% |
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.
