| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 731,810 | 37,374,000 | 80.53% | ||
| 2 | Veritable, L.P. | 92,119 | 4,705,000 | 10.14% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 44,516 | 2,273,000 | 4.90% | ||
| 4 | Marquette Asset Management, LLC | 21,069 | 1,076,000 | 2.32% | ||
| 5 | CYPRESS ASSET MANAGEMENT INC/TX | 11,000 | 562,000 | 1.21% | ||
| 6 | MARK ASSET MANAGEMENT LP | 8,000 | 409,000 | 0.88% | ||
| 7 | QCI ASSET MANAGEMENT INC/NY | 250 | 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.
