| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | 55,221 | 1,374,000 | 52.14% | ||
| 2 | PARSONS CAPITAL MANAGEMENT INC/RI | 19,428 | 483,000 | 18.33% | ||
| 3 | Janney Montgomery Scott LLC | 15,164 | 377,272 | 14.32% | ||
| 4 | NEVILLE RODIE & SHAW INC | 10,493 | 261,000 | 9.90% | ||
| 5 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 5,630 | 140,000 | 5.31% |
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.