| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DT Investment Partners, LLC | 605,583 | 23,382,000 | 79.72% | ||
| 2 | Palouse Capital Management, Inc. | 71,571 | 2,763,000 | 9.42% | ||
| 3 | CALDWELL & ORKIN INC | 25,400 | 981,000 | 3.34% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,481 | 598,000 | 2.04% | ||
| 5 | OARSMAN CAPITAL, INC. | 14,681 | 567,000 | 1.93% | ||
| 6 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 11,444 | 442,000 | 1.51% | ||
| 7 | HOLLENCREST CAPITAL MANAGEMENT | 9,092 | 352,000 | 1.20% | ||
| 8 | Veritable, L.P. | 5,491 | 212,000 | 0.72% | ||
| 9 | JAMES INVESTMENT RESEARCH, INC. | 725 | 28,000 | 0.10% | PRN | |
| 10 | 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.
