| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 106,259 | 2,772,000 | 49.91% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 53,540 | 1,397,000 | 25.15% | ||
| 3 | MassMutual Private Wealth & Trust, FSB | 29,675 | 774,221 | 13.94% | ||
| 4 | HANCOCK WHITNEY CORP | 13,141 | 343,000 | 6.18% | ||
| 5 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10,275 | 268,000 | 4.83% |
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.
