| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | QCI ASSET MANAGEMENT INC/NY | 87 | 7,000 | 0.04% | ||
| 2 | InterOcean Capital, LLC | 2,550 | 207,000 | 1.25% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 4,125 | 335,000 | 2.03% | ||
| 4 | S&CO INC | 8,616 | 701,000 | 4.24% | ||
| 5 | DT Investment Partners, LLC | 10,478 | 852,000 | 5.16% | ||
| 6 | CrestPoint Capital Management, LLC | 11,600 | 944,000 | 5.71% | ||
| 7 | Narwhal Capital Management | 15,800 | 1,285,000 | 7.78% | ||
| 8 | World Asset Management Inc | 19,201 | 1,562,000 | 9.45% | ||
| 9 | HUFF W R ASSET MANAGEMENT CO LLC /DE/ | 19,670 | 1,600,000 | 9.68% | ||
| 10 | Colonial Trust Advisors | 34,821 | 2,833,000 | 17.14% | ||
| 11 | Adams Asset Advisors, LLC | 76,211 | 6,199,000 | 37.51% |
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.
