| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Lumbard & Kellner, LLC | 448,122 | 7,300,000 | 57.16% | ||
| 2 | BTR CAPITAL MANAGEMENT INC | 272,021 | 4,431,000 | 34.69% | ||
| 3 | Janney Montgomery Scott LLC | 63,922 | 1,041,284 | 8.15% |
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.