| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOLIVER ADVISORS, LP | 60,867 | 1,409,000 | 62.71% | ||
| 2 | ALTFEST L J & CO INC | 14,802 | 343,000 | 15.26% | ||
| 3 | SALEM INVESTMENT COUNSELORS INC | 11,902 | 276,000 | 12.28% | ||
| 4 | COUNTRY TRUST BANK | 6,530 | 152,000 | 6.76% | ||
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,899 | 67,000 | 2.98% |
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.
