| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Lumbard & Kellner, LLC | 448,849 | 7,626,000 | 55.13% | ||
| 2 | BTR CAPITAL MANAGEMENT INC | 307,856 | 5,230,000 | 37.81% | ||
| 3 | Janney Montgomery Scott LLC | 63,942 | 975,751 | 7.05% |
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.