| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 600,445 | 9,943,000 | 72.53% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 227,135 | 3,761,000 | 27.44% | ||
| 3 | PATHSTONE FAMILY OFFICE, LLC | 258 | 4,000 | 0.03% |
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.
