| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 16,231 | 1,187,000 | 71.98% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 6,315 | 462,000 | 28.02% |
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.
