| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 338,876 | 5,636,000 | 62.81% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 147,042 | 2,444,000 | 27.24% | ||
| 3 | Veritable, L.P. | 53,717 | 893,000 | 9.95% |
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.
