| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 2,080,957 | 53,439,000 | 72.63% | ||
| 2 | MAI Capital Management | 285,144 | 7,323,000 | 9.95% | ||
| 3 | CYPRESS ASSET MANAGEMENT INC/TX | 226,427 | 5,815,000 | 7.90% | ||
| 4 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 93,410 | 2,399,000 | 3.26% | ||
| 5 | Belmont Global Advisors, Inc. | 45,970 | 1,181,000 | 1.61% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 37,390 | 960,000 | 1.30% | ||
| 7 | Ancora Advisors LLC | 28,259 | 726,000 | 0.99% | ||
| 8 | PARSONS CAPITAL MANAGEMENT INC/RI | 26,925 | 691,000 | 0.94% | ||
| 9 | SVB WEALTH LLC | 20,545 | 528,000 | 0.72% | ||
| 10 | Coe Capital Management, LLC | 19,860 | 510,000 | 0.69% |
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.