| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 81,858 | 17,398,000 | 48.30% | ||
| 2 | Matterhorn Capital Management, LLC | 14,564 | 3,095,433 | 8.59% | ||
| 3 | LEAVELL INVESTMENT MANAGEMENT, INC. | 13,017 | 2,767,000 | 7.68% | ||
| 4 | World Asset Management Inc | 10,063 | 2,139,000 | 5.94% | ||
| 5 | SATURNA CAPITAL CORP | 10,000 | 2,125,000 | 5.90% | ||
| 6 | ROTHSCHILD INVESTMENT LLC /IL | 8,628 | 1,834,000 | 5.09% | ||
| 7 | Integre Asset Management, LLC | 7,638 | 1,623,000 | 4.51% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 6,437 | 1,368,000 | 3.80% | ||
| 9 | FRANKLIN STREET ADVISORS INC /NC | 5,500 | 1,169,000 | 3.25% | ||
| 10 | FIRST FOUNDATION ADVISORS | 4,076 | 866,000 | 2.40% | ||
| 11 | Leisure Capital Management | 2,736 | 582,000 | 1.62% | ||
| 12 | Veritable, L.P. | 2,499 | 531,000 | 1.47% | ||
| 13 | Aureus Asset Management, LLC | 1,500 | 319,000 | 0.89% | ||
| 14 | M&R CAPITAL MANAGEMENT INC | 973 | 207,000 | 0.57% |
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.
