| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Lipe & Dalton | 852 | 700,000 | 3.32% | ||
| 2 | FIRST FOUNDATION ADVISORS | 6,056 | 4,975,000 | 23.61% | ||
| 3 | Advisors Capital Management, LLC | 18,747 | 15,400,000 | 73.07% |
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.
