| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Lumbard & Kellner, LLC | 405,145 | 6,320,000 | 53.67% | ||
| 2 | BTR CAPITAL MANAGEMENT INC | 272,773 | 4,163,000 | 35.35% | ||
| 3 | Janney Montgomery Scott LLC | 63,942 | 975,751 | 8.29% | ||
| 4 | GLENMEDE TRUST CO NA | 20,887 | 318,000 | 2.70% |
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.