| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CYPRESS CAPITAL MANAGEMENT LLC | 396,585 | 16,411,000 | 29.43% | ||
| 2 | AVIANCE CAPITAL MANAGEMENT, LLC | 390,813 | 16,172,000 | 29.00% | ||
| 3 | 1834 INVESTMENT ADVISORS CO | 139,234 | 5,762,000 | 10.33% | ||
| 4 | Carnegie Investment Counsel | 133,703 | 5,533,000 | 9.92% | ||
| 5 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 84,975 | 3,516,000 | 6.30% | ||
| 6 | NORTH STAR ASSET MANAGEMENT INC | 68,070 | 2,817,000 | 5.05% | ||
| 7 | PATTEN & PATTEN INC/TN | 46,675 | 1,931,000 | 3.46% | ||
| 8 | HOLLENCREST CAPITAL MANAGEMENT | 15,607 | 646,000 | 1.16% | ||
| 9 | ROTHSCHILD INVESTMENT LLC /IL | 13,400 | 554,000 | 0.99% | ||
| 10 | Belmont Global Advisors, Inc. | 12,800 | 530,000 | 0.95% | ||
| 11 | CYPRESS ASSET MANAGEMENT INC/TX | 11,425 | 473,000 | 0.85% | ||
| 12 | KEELEY ASSET MANAGEMENT CORP | 9,500 | 393,000 | 0.70% | ||
| 13 | Coe Capital Management, LLC | 8,510 | 352,000 | 0.63% | ||
| 14 | TRAIN BABCOCK ADVISORS LLC | 6,500 | 269,000 | 0.48% | ||
| 15 | LOEB PARTNERS CORP | 5,000 | 207,000 | 0.37% | ||
| 16 | CONDOR CAPITAL MANAGEMENT | 4,896 | 203,000 | 0.36% |
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.