| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 402,942 | 10,795,000 | 69.76% | ||
| 2 | ARS Investment Partners, LLC | 109,972 | 2,946,000 | 19.04% | ||
| 3 | Obermeyer Wealth Partners | 51,664 | 1,384,000 | 8.94% | ||
| 4 | Belmont Global Advisors, Inc. | 8,150 | 218,000 | 1.41% | ||
| 5 | Pinnacle Holdings, LLC | 4,893 | 131,083 | 0.85% | SH |
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.
