| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 164,609 | 4,196,000 | 65.81% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 51,050 | 1,301,000 | 20.41% | ||
| 3 | MassMutual Private Wealth & Trust, FSB | 20,900 | 525,844 | 8.25% | ||
| 4 | HANCOCK WHITNEY CORP | 13,141 | 335,000 | 5.25% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 700 | 18,000 | 0.28% |
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.
