| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | 72,364 | 1,782,000 | 52.10% | ||
| 2 | PARSONS CAPITAL MANAGEMENT INC/RI | 19,982 | 492,000 | 14.38% | ||
| 3 | Janney Montgomery Scott LLC | 18,824 | 463,451 | 13.55% | ||
| 4 | FULTON BANK, N.A. | 11,555 | 285,000 | 8.33% | ||
| 5 | NEVILLE RODIE & SHAW INC | 10,493 | 258,000 | 7.54% | ||
| 6 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 5,678 | 140,000 | 4.09% |
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.
