| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DT Investment Partners, LLC | 958,178 | 35,184,000 | 75.16% | ||
| 2 | Palouse Capital Management, Inc. | 102,045 | 3,747,000 | 8.00% | ||
| 3 | WBI INVESTMENTS, LLC | 97,359 | 3,575,000 | 7.64% | ||
| 4 | SHELTON CAPITAL MANAGEMENT | 55,512 | 2,023,000 | 4.32% | ||
| 5 | Veritable, L.P. | 43,600 | 1,601,000 | 3.42% | ||
| 6 | OARSMAN CAPITAL, INC. | 11,098 | 408,000 | 0.87% | ||
| 7 | HOLLENCREST CAPITAL MANAGEMENT | 7,221 | 265,000 | 0.57% | ||
| 8 | 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.
