| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 789,634 | 31,633,000 | 63.68% | ||
| 2 | Bollard Group LLC | 122,572 | 4,910,000 | 9.88% | ||
| 3 | Veritable, L.P. | 107,870 | 4,321,000 | 8.70% | ||
| 4 | SFE Investment Counsel | 77,125 | 3,090,000 | 6.22% | ||
| 5 | CATAWBA CAPITAL MANAGEMENT /VA | 50,516 | 2,024,000 | 4.07% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 35,545 | 1,424,000 | 2.87% | ||
| 7 | CYPRESS ASSET MANAGEMENT INC/TX | 22,140 | 887,000 | 1.79% | ||
| 8 | InterOcean Capital, LLC | 9,892 | 396,000 | 0.80% | ||
| 9 | MARK ASSET MANAGEMENT LP | 9,330 | 374,000 | 0.75% | ||
| 10 | Avalon Investment & Advisory | 5,546 | 222,000 | 0.45% | ||
| 11 | J.P. Morgan Private Wealth Advisors LLC | 5,300 | 212,000 | 0.43% | ||
| 12 | KINGS POINT CAPITAL MANAGEMENT | 4,330 | 173,000 | 0.35% | ||
| 13 | QCI ASSET MANAGEMENT INC/NY | 250 | 10,000 | 0.02% |
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.
