| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOHENY ASSET MANAGEMENT /CA | 42,915 | 2,927,000 | 46.19% | ||
| 2 | FRANKLIN STREET ADVISORS INC /NC | 20,715 | 1,413,000 | 22.30% | ||
| 3 | Clarkston Capital Partners, LLC | 10,493 | 716,000 | 11.30% | ||
| 4 | Veritable, L.P. | 7,945 | 542,000 | 8.55% | ||
| 5 | World Asset Management Inc | 7,025 | 479,000 | 7.56% | ||
| 6 | Regent Investment Management LLC | 3,790 | 259,000 | 4.09% | ||
| 7 | Plante Moran Financial Advisors, LLC | 15 | 1,000 | 0.02% |
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.
