| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PREMIER ASSET MANAGEMENT LLC | 163,905 | 9,539,000 | 85.49% | ||
| 2 | Geneva Advisors, LLC | 13,395 | 780,000 | 6.99% | ||
| 3 | Regent Investment Management LLC | 7,200 | 419,000 | 3.76% | ||
| 4 | PARADIGM CAPITAL MANAGEMENT INC/NY | 3,720 | 217,000 | 1.94% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 3,477 | 202,000 | 1.81% | ||
| 6 | QCI ASSET MANAGEMENT INC/NY | 19 | 1,000 | 0.01% | ||
| 7 | QUADRANT CAPITAL GROUP LLC | 15 | 0 | 0.00% |
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.
