| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 321,919 | 5,144,000 | 63.45% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 156,823 | 2,506,000 | 30.91% | ||
| 3 | Veritable, L.P. | 28,374 | 453,000 | 5.59% | ||
| 4 | PATHSTONE FAMILY OFFICE, LLC | 258 | 4,000 | 0.05% |
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.
