| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 1,995,957 | 102,832,000 | 91.09% | ||
| 2 | Geneva Advisors, LLC | 91,092 | 4,693,000 | 4.16% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 40,418 | 2,082,000 | 1.84% | ||
| 4 | CrestPoint Capital Management, LLC | 23,800 | 1,226,000 | 1.09% | ||
| 5 | Pinnacle Holdings, LLC | 16,236 | 836,469 | 0.74% | SH | |
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 10,040 | 517,000 | 0.46% | ||
| 7 | Bollard Group LLC | 7,217 | 372,000 | 0.33% | ||
| 8 | Ancora Advisors LLC | 6,426 | 331,000 | 0.29% |
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.
