| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 183,221 | 2,371,000 | 80.07% | ||
| 2 | Karpus Management, Inc. | 36,365 | 471,000 | 15.91% | ||
| 3 | JAMES INVESTMENT RESEARCH, INC. | 9,200 | 119,000 | 4.02% |
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.
