| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 70,175 | 2,062,000 | 65.65% | ||
| 2 | Advisors Capital Management, LLC | 25,640 | 753,000 | 23.97% | ||
| 3 | SENTINEL TRUST CO LBA | 10,697 | 314,000 | 10.00% | ||
| 4 | Parasol Investment Management, LLC | 400 | 12,000 | 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.
