| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOLARIS ASSET MANAGEMENT LLC | 39,738 | 1,068,000 | 63.76% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 12,759 | 343,000 | 20.48% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 7,512 | 202,000 | 12.06% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 1,300 | 35,000 | 2.09% | ||
| 5 | CapWealth Advisors, LLC | 1,000 | 27,000 | 1.61% |
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.
