| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AVIANCE CAPITAL MANAGEMENT, LLC | 378,453 | 21,031,000 | 28.42% | ||
| 2 | Curi Capital, LLC | 324,000 | 18,004,000 | 24.33% | Put | |
| 3 | MENDON CAPITAL ADVISORS CORP | 300,000 | 16,672,000 | 22.53% | Put | |
| 4 | Kingfisher Capital LLC | 98,035 | 5,448,000 | 7.36% | ||
| 5 | PATTEN & PATTEN INC/TN | 53,143 | 2,953,000 | 3.99% | ||
| 6 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 42,816 | 2,379,000 | 3.21% | ||
| 7 | NORTH STAR ASSET MANAGEMENT INC | 30,445 | 1,692,000 | 2.29% | ||
| 8 | CYPRESS ASSET MANAGEMENT INC/TX | 25,235 | 1,402,000 | 1.89% | ||
| 9 | CHARTIST INC /CA/ | 23,206 | 1,289,554 | 1.74% | ||
| 10 | ROTHSCHILD INVESTMENT LLC /IL | 21,375 | 1,188,000 | 1.61% | ||
| 11 | 1834 INVESTMENT ADVISORS CO | 6,495 | 361,000 | 0.49% | ||
| 12 | TRAIN BABCOCK ADVISORS LLC | 6,250 | 347,000 | 0.47% | ||
| 13 | CABOT WEALTH MANAGEMENT INC | 5,833 | 324,000 | 0.44% | ||
| 14 | L & S Advisors Inc | 5,416 | 301,000 | 0.41% | ||
| 15 | Reynders McVeigh Capital Management, LLC | 4,814 | 268,000 | 0.36% | ||
| 16 | CHECK CAPITAL MANAGEMENT INC/CA | 4,000 | 222,000 | 0.30% | ||
| 17 | Ancora Advisors LLC | 1,438 | 80,000 | 0.11% | ||
| 18 | Bollard Group LLC | 889 | 49,000 | 0.07% |
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.
