| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 537,071 | 7,728,000 | 96.76% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 13,170 | 190,000 | 2.38% | ||
| 3 | Pinnacle Holdings, LLC | 4,757 | 68,453 | 0.86% | 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.