| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 825,973 | 35,525,000 | 69.26% | ||
| 2 | Bollard Group LLC | 127,430 | 5,481,000 | 10.69% | ||
| 3 | Veritable, L.P. | 97,469 | 4,192,000 | 8.17% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 51,776 | 2,227,000 | 4.34% | ||
| 5 | Marquette Asset Management, LLC | 43,636 | 1,877,000 | 3.66% | ||
| 6 | CYPRESS ASSET MANAGEMENT INC/TX | 22,340 | 961,000 | 1.87% | ||
| 7 | InterOcean Capital, LLC | 9,352 | 402,000 | 0.78% | ||
| 8 | MARK ASSET MANAGEMENT LP | 9,330 | 401,000 | 0.78% | ||
| 9 | KINGS POINT CAPITAL MANAGEMENT | 4,985 | 214,000 | 0.42% | ||
| 10 | QCI ASSET MANAGEMENT INC/NY | 250 | 11,000 | 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.
