| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 63,890 | 1,658,000 | 62.69% | ||
| 2 | SOLARIS ASSET MANAGEMENT LLC | 15,300 | 397,000 | 15.01% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 10,700 | 278,000 | 10.51% | ||
| 4 | MARATHON CAPITAL MANAGEMENT | 10,000 | 260,000 | 9.83% | ||
| 5 | Genesis Wealth Advisors, LLC | 2,000 | 51,920 | 1.96% |
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.
