| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windsor Financial Group, LLC | 57,475 | 1,489,000 | 87.28% | ||
| 2 | Calvert Investment Management, Inc. | 8,000 | 207,000 | 12.13% | ||
| 3 | CapWealth Advisors, LLC | 400 | 10,000 | 0.59% |
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.
