| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHURCHILL MANAGEMENT Corp | 73,546 | 4,566,000 | 24.85% | ||
| 2 | Oxbow Advisors, LLC | 40,225 | 2,498,000 | 13.60% | ||
| 3 | SVB WEALTH LLC | 38,225 | 2,373,000 | 12.92% | ||
| 4 | World Asset Management Inc | 33,470 | 2,078,000 | 11.31% | ||
| 5 | Mendel Money Management | 24,244 | 1,505,000 | 8.19% | ||
| 6 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 22,219 | 1,380,000 | 7.51% | ||
| 7 | FIRST FOUNDATION ADVISORS | 17,986 | 1,117,000 | 6.08% | ||
| 8 | Veritable, L.P. | 9,469 | 588,000 | 3.20% | ||
| 9 | Regent Investment Management LLC | 7,190 | 446,000 | 2.43% | ||
| 10 | Parasol Investment Management, LLC | 6,120 | 380,000 | 2.07% | ||
| 11 | CYPRESS FUNDS LLC | 5,200 | 323,000 | 1.76% | ||
| 12 | CYPRESS ASSET MANAGEMENT INC/TX | 5,200 | 323,000 | 1.76% | ||
| 13 | CG Asset Management LLC | 4,561 | 283,000 | 1.54% | ||
| 14 | Kimelman & Baird, LLC | 3,933 | 244,000 | 1.33% | ||
| 15 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 3,500 | 217,000 | 1.18% | ||
| 16 | QCI ASSET MANAGEMENT INC/NY | 500 | 31,000 | 0.17% | ||
| 17 | ISTHMUS PARTNERS, LLC | 300 | 19,000 | 0.10% |
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.
