| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | QCI ASSET MANAGEMENT INC/NY | 12 | 1,000 | 0.01% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 3,326 | 255,000 | 1.67% | ||
| 3 | S&CO INC | 8,616 | 661,000 | 4.32% | ||
| 4 | CrestPoint Capital Management, LLC | 9,300 | 714,000 | 4.67% | ||
| 5 | DT Investment Partners, LLC | 11,032 | 847,000 | 5.54% | ||
| 6 | Narwhal Capital Management | 16,800 | 1,289,000 | 8.43% | ||
| 7 | HUFF W R ASSET MANAGEMENT CO LLC /DE/ | 19,420 | 1,490,000 | 9.75% | ||
| 8 | World Asset Management Inc | 19,593 | 1,503,000 | 9.83% | ||
| 9 | Colonial Trust Advisors | 34,848 | 2,674,000 | 17.49% | ||
| 10 | Adams Asset Advisors, LLC | 76,259 | 5,851,000 | 38.28% |
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.
