| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cohen Capital Management, Inc. | 72,838 | 8,181,000 | 39.47% | ||
| 2 | GREYSTONE INVESTMENT MANAGEMENT LLC | 66,865 | 7,510,000 | 36.24% | ||
| 3 | Taylor, Cottrill LLC | 38,650 | 4,341,000 | 20.95% | ||
| 4 | WBH ADVISORY INC | 4,350 | 488,000 | 2.35% | ||
| 5 | Baker Ellis Asset Management LLC | 1,350 | 152,000 | 0.73% | ||
| 6 | Vigilant Capital Management, LLC | 275 | 31,000 | 0.15% | ||
| 7 | WESTPORT RESOURCES MANAGEMENT INC | 200 | 22,000 | 0.11% |
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.
