| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 500,980 | 24,473,000 | 85.92% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 61,792 | 3,028,000 | 10.63% | ||
| 3 | KINGS POINT CAPITAL MANAGEMENT | 7,900 | 386,000 | 1.36% | ||
| 4 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 7,000 | 342,000 | 1.20% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 5,172 | 253,000 | 0.89% |
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.
