| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Fiera Capital Corp | 103,000 | 2,684,000 | 55.39% | ||
| 2 | Advisors Capital Management, LLC | 59,600 | 1,553,000 | 32.05% | ||
| 3 | Cranberry Lake Advisors LLC | 23,365 | 609,000 | 12.57% |
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.
