| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 75,381 | 928,000 | 41.48% | ||
| 2 | Karpus Management, Inc. | 39,691 | 488,000 | 21.81% | ||
| 3 | ASHFORD CAPITAL MANAGEMENT INC | 19,070 | 234,000 | 10.46% | ||
| 4 | DOLIVER ADVISORS, LP | 18,799 | 231,000 | 10.33% | ||
| 5 | MORGAN STANLEY | 10,807 | 133,000 | 5.95% | ||
| 6 | ROYAL BANK OF CANADA | 8,400 | 103,000 | 4.60% | ||
| 7 | WELLS FARGO & COMPANY/MN | 5,393 | 66,000 | 2.95% | ||
| 8 | WFG Advisors, LP | 2,707 | 33,000 | 1.48% | ||
| 9 | Transamerica Financial Advisors, LLC | 1,699 | 21,000 | 0.94% |
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.
