| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cohen Capital Management, Inc. | 73,338 | 7,722,000 | 31.02% | ||
| 2 | GREYSTONE INVESTMENT MANAGEMENT LLC | 66,565 | 7,009,000 | 28.15% | ||
| 3 | Whitegate Investment Counselors, Inc. | 37,175 | 4,634,000 | 18.61% | ||
| 4 | Taylor, Cottrill LLC | 37,530 | 3,952,000 | 15.87% | ||
| 5 | PITTENGER & ANDERSON INC | 6,050 | 637,000 | 2.56% | ||
| 6 | WBH ADVISORY INC | 5,150 | 542,000 | 2.18% | ||
| 7 | Energy Opportunities Capital Management, LLC | 4,550 | 209,000 | 0.84% | ||
| 8 | Baker Ellis Asset Management LLC | 1,350 | 142,000 | 0.57% | ||
| 9 | Vigilant Capital Management, LLC | 275 | 29,000 | 0.12% | ||
| 10 | WESTPORT RESOURCES MANAGEMENT INC | 200 | 21,000 | 0.08% |
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.
