| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 85,526 | 4,019,000 | 58.66% | ||
| 2 | Renaissance Investment Group LLC | 54,987 | 2,585,000 | 37.73% | ||
| 3 | Bollard Group LLC | 4,570 | 215,000 | 3.14% | ||
| 4 | QUADRANT CAPITAL GROUP LLC | 720 | 32,000 | 0.47% | ||
| 5 | PATHSTONE FAMILY OFFICE, LLC | 3 | 0 | 0.00% |
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.
