| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | 12,702 | 173,000 | 93.62% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 867 | 11,795 | 6.38% |
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.
