| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 47,478 | 1,356,000 | 38.81% | ||
| 2 | SOLARIS ASSET MANAGEMENT LLC | 29,187 | 834,000 | 23.87% | ||
| 3 | Geneva Advisors, LLC | 26,962 | 770,000 | 22.04% | ||
| 4 | ROOSEVELT INVESTMENT GROUP LLC | 10,700 | 306,000 | 8.76% | ||
| 5 | MARATHON CAPITAL MANAGEMENT | 8,000 | 228,000 | 6.53% |
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.
