| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 1,138,792 | 61,267,000 | 90.38% | ||
| 2 | W.G. Shaheen & Associates DBA Whitney & Co | 50,750 | 2,730,000 | 4.03% | ||
| 3 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 30,605 | 1,647,000 | 2.43% | ||
| 4 | Geneva Advisors, LLC | 17,765 | 956,000 | 1.41% | ||
| 5 | Veritable, L.P. | 10,287 | 553,000 | 0.82% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 9,960 | 536,000 | 0.79% | ||
| 7 | Bollard Group LLC | 1,072 | 58,000 | 0.09% | ||
| 8 | CUMBERLAND ADVISORS INC | 700 | 38,000 | 0.06% |
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.
