| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 476,592 | 21,494,000 | 88.51% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30,925 | 1,395,000 | 5.74% | ||
| 3 | BEACH INVESTMENT COUNSEL INC/PA | 13,956 | 629,000 | 2.59% | ||
| 4 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 7,000 | 317,000 | 1.31% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 5,279 | 238,000 | 0.98% | ||
| 6 | KINGS POINT CAPITAL MANAGEMENT | 4,695 | 212,000 | 0.87% |
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.
