| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Convergence Investment Partners, LLC | 85,102 | 943,000 | 52.10% | ||
| 2 | Veritable, L.P. | 45,773 | 507,000 | 28.01% | ||
| 3 | EAGLE GLOBAL ADVISORS LLC | 32,450 | 360,000 | 19.89% |
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.
