| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 69,279 | 1,603,000 | 67.47% | ||
| 2 | Advisors Capital Management, LLC | 22,640 | 524,000 | 22.05% | ||
| 3 | SENTINEL TRUST CO LBA | 10,374 | 240,000 | 10.10% | ||
| 4 | Parasol Investment Management, LLC | 400 | 9,000 | 0.38% |
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.
