| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SONORA INVESTMENT MANAGEMENT, LLC | 105,083 | 2,751,073 | 97.59% | ||
| 2 | American Research & Management Co. | 2,480 | 65,000 | 2.31% | ||
| 3 | Nelson Capital Management, LLC | 119 | 3,000 | 0.11% |
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.