| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 122,159 | 3,215,000 | 51.81% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 51,625 | 1,359,000 | 21.90% | ||
| 3 | MassMutual Private Wealth & Trust, FSB | 37,475 | 986,342 | 15.90% | ||
| 4 | HANCOCK WHITNEY CORP | 13,141 | 346,000 | 5.58% | ||
| 5 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10,658 | 281,000 | 4.53% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 700 | 18,000 | 0.29% |
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.
