| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DT Investment Partners, LLC | 908,927 | 31,131,000 | 87.00% | ||
| 2 | Palouse Capital Management, Inc. | 99,082 | 3,394,000 | 9.48% | ||
| 3 | Veritable, L.P. | 19,331 | 662,000 | 1.85% | ||
| 4 | OARSMAN CAPITAL, INC. | 9,222 | 316,000 | 0.88% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 7,525 | 258,000 | 0.72% | ||
| 6 | CapWealth Advisors, LLC | 400 | 14,000 | 0.04% | ||
| 7 | JAMES INVESTMENT RESEARCH, INC. | 225 | 8,000 | 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.
