| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cohen Capital Management, Inc. | 72,838 | 7,744,000 | 43.29% | ||
| 2 | GREYSTONE INVESTMENT MANAGEMENT LLC | 51,595 | 5,486,000 | 30.67% | ||
| 3 | Taylor, Cottrill LLC | 37,250 | 3,960,000 | 22.14% | ||
| 4 | WBH ADVISORY INC | 3,600 | 382,000 | 2.14% | ||
| 5 | Baker Ellis Asset Management LLC | 1,950 | 207,000 | 1.16% | ||
| 6 | SONORA INVESTMENT MANAGEMENT, LLC | 500 | 53,000 | 0.30% | ||
| 7 | Vigilant Capital Management, LLC | 275 | 29,000 | 0.16% | ||
| 8 | WESTPORT RESOURCES MANAGEMENT INC | 244 | 26,000 | 0.15% | ||
| 9 | West Oak Capital, LLC | 20 | 2,126 | 0.01% |
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.
