| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DT Investment Partners, LLC | 595,862 | 23,942,000 | 62.33% | ||
| 2 | Exchange Capital Management, Inc. | 220,528 | 8,861,000 | 23.07% | ||
| 3 | Palouse Capital Management, Inc. | 69,639 | 2,798,000 | 7.28% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,079 | 606,000 | 1.58% | ||
| 5 | OARSMAN CAPITAL, INC. | 14,581 | 586,000 | 1.53% | ||
| 6 | AVALON CAPITAL MANAGEMENT | 12,597 | 506,000 | 1.32% | ||
| 7 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 11,444 | 460,000 | 1.20% | ||
| 8 | HOLLENCREST CAPITAL MANAGEMENT | 9,089 | 365,000 | 0.95% | ||
| 9 | Veritable, L.P. | 5,491 | 221,000 | 0.58% | ||
| 10 | JAMES INVESTMENT RESEARCH, INC. | 725 | 29,000 | 0.08% | PRN | |
| 11 | CapWealth Advisors, LLC | 598 | 24,000 | 0.06% | ||
| 12 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 211 | 8,000 | 0.02% | ||
| 13 | Ranger International Management, LP | 158 | 6,000 | 0.02% |
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.
