| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | 53,461 | 1,342,000 | 51.57% | ||
| 2 | PARSONS CAPITAL MANAGEMENT INC/RI | 19,428 | 488,000 | 18.75% | ||
| 3 | Janney Montgomery Scott LLC | 13,515 | 339,351 | 13.04% | ||
| 4 | NEVILLE RODIE & SHAW INC | 10,384 | 261,000 | 10.03% | ||
| 5 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 6,857 | 172,000 | 6.61% |
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.