| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 574,621 | 17,314,000 | 36.88% | ||
| 2 | EAGLE GLOBAL ADVISORS LLC | 461,385 | 13,902,000 | 29.61% | ||
| 3 | Veritable, L.P. | 229,687 | 6,920,000 | 14.74% | ||
| 4 | Bollard Group LLC | 117,248 | 3,533,000 | 7.53% | ||
| 5 | SFE Investment Counsel | 75,720 | 2,281,000 | 4.86% | ||
| 6 | CATAWBA CAPITAL MANAGEMENT /VA | 52,116 | 1,570,000 | 3.34% | ||
| 7 | CYPRESS ASSET MANAGEMENT INC/TX | 27,790 | 837,000 | 1.78% | ||
| 8 | InterOcean Capital, LLC | 9,892 | 298,000 | 0.63% | ||
| 9 | MARK ASSET MANAGEMENT LP | 9,330 | 281,000 | 0.60% | ||
| 10 | QCI ASSET MANAGEMENT INC/NY | 400 | 12,000 | 0.03% |
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.
