| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | 5,294 | 292,000 | 56.26% | ||
| 2 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 4,118 | 227,000 | 43.74% |
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.