| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 994,255 | 55,937,000 | 84.35% | ||
| 2 | GRASSI INVESTMENT MANAGEMENT LLC | 45,130 | 2,539,000 | 3.83% | ||
| 3 | BALDWIN WEALTH PARTNERS LLC/MA | 25,179 | 1,417,000 | 2.14% | ||
| 4 | Oxbow Advisors, LLC | 17,505 | 985,000 | 1.49% | ||
| 5 | Pinnacle Holdings, LLC | 17,500 | 984,550 | 1.48% | ||
| 6 | CATAWBA CAPITAL MANAGEMENT /VA | 14,680 | 826,000 | 1.25% | ||
| 7 | Financial Sense Advisors, Inc. | 14,468 | 813,000 | 1.23% | ||
| 8 | ROANOKE ASSET MANAGEMENT CORP/ NY | 12,807 | 720,000 | 1.09% | ||
| 9 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 11,726 | 660,000 | 1.00% | ||
| 10 | ArchPoint Investors | 8,925 | 502,000 | 0.76% | ||
| 11 | Bollard Group LLC | 5,969 | 336,000 | 0.51% | ||
| 12 | FIDUCIARY ASSET MANAGEMENT LLC | 4,995 | 281,000 | 0.42% | ||
| 13 | Veritable, L.P. | 3,581 | 201,000 | 0.30% | ||
| 14 | CHILTON CAPITAL MANAGEMENT LLC | 1,500 | 84,390 | 0.13% | ||
| 15 | Plante Moran Financial Advisors, LLC | 512 | 29,000 | 0.04% |
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.
