| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Lumbard & Kellner, LLC | 457,667 | 7,579,000 | 57.76% | ||
| 2 | BTR CAPITAL MANAGEMENT INC | 275,252 | 4,558,000 | 34.74% | ||
| 3 | Janney Montgomery Scott LLC | 59,437 | 984,000 | 7.50% |
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.