| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 6,507 | 169,000 | 11.54% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 12,659 | 329,000 | 22.47% | ||
| 3 | SOLARIS ASSET MANAGEMENT LLC | 37,138 | 966,000 | 65.98% |
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.