| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 752,965 | 23,643,000 | 59.33% | ||
| 2 | Veritable, L.P. | 122,401 | 3,843,000 | 9.64% | ||
| 3 | Bollard Group LLC | 120,483 | 3,783,000 | 9.49% | ||
| 4 | Oxbow Advisors, LLC | 88,886 | 2,791,000 | 7.00% | ||
| 5 | SFE Investment Counsel | 79,540 | 2,498,000 | 6.27% | ||
| 6 | CATAWBA CAPITAL MANAGEMENT /VA | 52,016 | 1,633,000 | 4.10% | ||
| 7 | CYPRESS ASSET MANAGEMENT INC/TX | 26,190 | 822,000 | 2.06% | ||
| 8 | InterOcean Capital, LLC | 9,892 | 311,000 | 0.78% | ||
| 9 | MARK ASSET MANAGEMENT LP | 9,330 | 293,000 | 0.74% | ||
| 10 | J.P. Morgan Private Wealth Advisors LLC | 6,910 | 217,000 | 0.54% | ||
| 11 | QCI ASSET MANAGEMENT INC/NY | 400 | 13,000 | 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.
