| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | 78,056 | 1,972,000 | 70.10% | ||
| 2 | Janney Montgomery Scott LLC | 22,456 | 567,000 | 20.16% | ||
| 3 | NEVILLE RODIE & SHAW INC | 10,850 | 274,000 | 9.74% |
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.
