| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 103,840 | 2,628,000 | 41.02% | ||
| 2 | Maryland Capital Management | 56,170 | 1,422,000 | 22.19% | ||
| 3 | IAT REINSURANCE CO LTD. | 50,000 | 1,266,000 | 19.76% | ||
| 4 | AMERIPRISE FINANCIAL INC | 28,317 | 717,000 | 11.19% | ||
| 5 | MassMutual Private Wealth & Trust, FSB | 9,775 | 253,857 | 3.96% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 3,260 | 83,000 | 1.30% | ||
| 7 | Brookstone Capital Management | 1,400 | 35,000 | 0.55% | ||
| 8 | Crosspoint Capital Strategies, LLC | 70 | 2,000 | 0.03% |
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.
