| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 130,585 | 3,388,000 | 48.81% | ||
| 2 | Maryland Capital Management | 59,720 | 1,549,000 | 22.31% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 25,000 | 649,000 | 9.35% | ||
| 4 | AMERIPRISE FINANCIAL INC | 18,577 | 482,000 | 6.94% | ||
| 5 | HUNTINGTON NATIONAL BANK | 11,218 | 291,000 | 4.19% | ||
| 6 | MassMutual Private Wealth & Trust, FSB | 9,775 | 253,564 | 3.65% | ||
| 7 | Janney Montgomery Scott LLC | 7,867 | 204,070 | 2.94% | ||
| 8 | EARNEST PARTNERS LLC | 3,800 | 99,000 | 1.43% | ||
| 9 | PRIVATE TRUST CO NA | 1,000 | 26,000 | 0.37% |
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.
