| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 59,830 | 2,200,000 | 35.77% | ||
| 2 | Hamilton Point Investment Advisors, LLC | 48,984 | 1,801,000 | 29.28% | ||
| 3 | Sequent Asset Management, LLC | 27,739 | 1,020,000 | 16.58% | ||
| 4 | SILVER CAPITAL MANAGEMENT LLC | 22,640 | 833,000 | 13.54% | ||
| 5 | Avalon Investment & Advisory | 6,259 | 230,000 | 3.74% | ||
| 6 | Ancora Advisors LLC | 1,825 | 67,000 | 1.09% |
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.
