| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 16,604 | 13,840,000 | 80.67% | ||
| 2 | FIRST FOUNDATION ADVISORS | 3,638 | 3,033,000 | 17.68% | ||
| 3 | Lipe & Dalton | 340 | 283,000 | 1.65% |
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.
