| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | 73,199 | 1,714,000 | 86.43% | ||
| 2 | NEVILLE RODIE & SHAW INC | 11,480 | 269,000 | 13.57% |
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.