| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 20,047 | 15,261,000 | 70.15% | ||
| 2 | FIRST FOUNDATION ADVISORS | 7,403 | 5,645,000 | 25.95% | ||
| 3 | Lipe & Dalton | 1,117 | 850,000 | 3.91% |
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.
