| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 80,059 | 1,953,000 | 41.27% | ||
| 2 | FULTON BREAKEFIELD BROENNIMAN LLC | 46,533 | 1,135,000 | 23.99% | ||
| 3 | MassMutual Private Wealth & Trust, FSB | 39,375 | 960,750 | 20.30% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 18,935 | 462,000 | 9.76% | ||
| 5 | CITY NATIONAL BANK | 9,058 | 221,000 | 4.67% |
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.
