| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Zuckerman Investment Group, LLC | 2,044,386 | 29,868,000 | 51.40% | ||
| 2 | Trust Asset Management LLC | 1,490,309 | 21,773,000 | 37.47% | ||
| 3 | Camelot Portfolios, LLC | 249,187 | 3,641,000 | 6.27% | ||
| 4 | Pinnacle Summer Investments, Inc. | 1,829 | 1,829,000 | 3.15% | ||
| 5 | Tufton Capital Management | 33,178 | 485,000 | 0.83% | ||
| 6 | LEAVELL INVESTMENT MANAGEMENT, INC. | 18,912 | 276,000 | 0.47% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,072 | 235,000 | 0.40% |
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.
