| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IAT REINSURANCE CO LTD. | 78,000 | 2,311,000 | 44.92% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 42,619 | 1,263,000 | 24.55% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 27,475 | 814,000 | 15.82% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15,474 | 458,000 | 8.90% | ||
| 5 | AMERIPRISE FINANCIAL INC | 8,686 | 257,000 | 5.00% | ||
| 6 | SONORA INVESTMENT MANAGEMENT, LLC | 850 | 25,186 | 0.49% | ||
| 7 | INTELLECTUS PARTNERS, LLC | 547 | 16,000 | 0.31% |
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.
