| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 2,826,809 | 49,469,000 | 78.12% | ||
| 2 | MAI Capital Management | 388,417 | 6,797,000 | 10.73% | ||
| 3 | Pinnacle Holdings, LLC | 153,822 | 2,691,885 | 4.25% | SH | |
| 4 | J.P. Morgan Private Wealth Advisors LLC | 79,946 | 1,399,000 | 2.21% | ||
| 5 | KINGS POINT CAPITAL MANAGEMENT | 67,345 | 1,179,000 | 1.86% | ||
| 6 | SVB WEALTH LLC | 44,180 | 773,000 | 1.22% | ||
| 7 | Advisors Capital Management, LLC | 42,006 | 735,000 | 1.16% | ||
| 8 | Ancora Advisors LLC | 14,778 | 259,000 | 0.41% | ||
| 9 | QUADRANT CAPITAL GROUP LLC | 700 | 12,000 | 0.02% | ||
| 10 | Bollard Group LLC | 535 | 9,000 | 0.01% |
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.
