| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 768,275 | 41,479,000 | 67.59% | ||
| 2 | Bollard Group LLC | 142,761 | 7,708,000 | 12.56% | ||
| 3 | Veritable, L.P. | 91,779 | 4,955,000 | 8.07% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 48,716 | 2,630,000 | 4.29% | ||
| 5 | Marquette Asset Management, LLC | 43,636 | 2,356,000 | 3.84% | ||
| 6 | CYPRESS ASSET MANAGEMENT INC/TX | 21,840 | 1,179,000 | 1.92% | ||
| 7 | MARK ASSET MANAGEMENT LP | 8,000 | 432,000 | 0.70% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 3,866 | 209,000 | 0.34% | ||
| 9 | KINGS POINT CAPITAL MANAGEMENT | 3,785 | 204,000 | 0.33% | ||
| 10 | PINNACLE ASSOCIATES LTD | 3,715 | 201,000 | 0.33% | ||
| 11 | QCI ASSET MANAGEMENT INC/NY | 250 | 13,000 | 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.
