| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 1,848,095 | 56,644,000 | 73.09% | ||
| 2 | MAI Capital Management | 229,231 | 7,026,000 | 9.07% | ||
| 3 | CYPRESS ASSET MANAGEMENT INC/TX | 188,773 | 5,786,000 | 7.47% | ||
| 4 | Belmont Global Advisors, Inc. | 80,370 | 2,463,000 | 3.18% | ||
| 5 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 74,755 | 2,291,000 | 2.96% | ||
| 6 | Ancora Advisors LLC | 37,454 | 1,148,000 | 1.48% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 27,490 | 843,000 | 1.09% | ||
| 8 | PARSONS CAPITAL MANAGEMENT INC/RI | 23,625 | 725,000 | 0.94% | ||
| 9 | Banyan Partners, LLC | 18,270 | 560,000 | 0.72% | ||
| 10 | PATHSTONE FAMILY OFFICE, LLC | 471 | 14,000 | 0.02% |
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.