| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Lumbard & Kellner, LLC | 459,948 | 7,263,000 | 56.65% | ||
| 2 | BTR CAPITAL MANAGEMENT INC | 282,137 | 4,455,000 | 34.75% | ||
| 3 | Janney Montgomery Scott LLC | 69,795 | 1,102,058 | 8.60% |
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.