| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAPSTONE ASSET MANAGEMENT CO | 142,669 | 3,918,000 | 72.02% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 35,915 | 986,000 | 18.13% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 17,405 | 478,000 | 8.79% | ||
| 4 | Estabrook Capital Management | 2,000 | 54,920 | 1.01% | ||
| 5 | Apriem Advisors | 100 | 3,000 | 0.06% |
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.
