| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOLARIS ASSET MANAGEMENT LLC | 37,638 | 1,003,000 | 65.13% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 12,659 | 337,000 | 21.88% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 6,507 | 173,000 | 11.23% | ||
| 4 | CapWealth Advisors, LLC | 1,000 | 27,000 | 1.75% |
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.
