| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 156,588 | 3,782,000 | 67.30% | ||
| 2 | HUNTINGTON NATIONAL BANK | 33,146 | 801,000 | 14.25% | ||
| 3 | MassMutual Private Wealth & Trust, FSB | 28,650 | 691,898 | 12.31% | ||
| 4 | FULTON BREAKEFIELD BROENNIMAN LLC | 12,940 | 313,000 | 5.57% | ||
| 5 | AMERIPRISE FINANCIAL INC | 1,338 | 32,000 | 0.57% |
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.
