| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 175,011 | 4,237,000 | 69.30% | ||
| 2 | HUNTINGTON NATIONAL BANK | 33,346 | 808,000 | 13.22% | ||
| 3 | MassMutual Private Wealth & Trust, FSB | 32,200 | 779,562 | 12.75% | ||
| 4 | FULTON BREAKEFIELD BROENNIMAN LLC | 11,950 | 289,000 | 4.73% | ||
| 5 | AMERIPRISE FINANCIAL INC | 14 | 0 | 0.00% |
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.
