| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 1,073,745 | 64,650,000 | 92.80% | ||
| 2 | W.G. Shaheen & Associates DBA Whitney & Co | 51,836 | 3,121,000 | 4.48% | ||
| 3 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 17,310 | 1,042,000 | 1.50% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 7,375 | 445,000 | 0.64% | ||
| 5 | Veritable, L.P. | 5,755 | 347,000 | 0.50% | ||
| 6 | Bollard Group LLC | 1,030 | 62,000 | 0.09% |
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.
