| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 506,262 | 16,393,000 | 62.95% | ||
| 2 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 107,552 | 3,483,000 | 13.37% | ||
| 3 | LEAVELL INVESTMENT MANAGEMENT, INC. | 84,457 | 2,735,000 | 10.50% | ||
| 4 | Sippican Capital Advisors | 83,921 | 2,717,000 | 10.43% | ||
| 5 | Veritable, L.P. | 8,253 | 267,000 | 1.03% | ||
| 6 | BLUESTEIN R H & CO LLC | 7,142 | 231,000 | 0.89% | ||
| 7 | Colonial Trust Advisors | 6,699 | 217,000 | 0.83% |
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.
