| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CapWealth Advisors, LLC | 1,000 | 27,000 | 1.73% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 6,632 | 177,000 | 11.33% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 12,659 | 338,000 | 21.64% | ||
| 4 | SOLARIS ASSET MANAGEMENT LLC | 38,238 | 1,020,000 | 65.30% |
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.
