| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Clarkston Capital Partners, LLC | 11,493 | 714,980 | 21.87% | ||
| 2 | DOHENY ASSET MANAGEMENT /CA | 11,000 | 684,000 | 20.92% | ||
| 3 | Veritable, L.P. | 10,065 | 626,000 | 19.15% | ||
| 4 | Cetera Advisor Networks LLC | 9,350 | 579,000 | 17.71% | ||
| 5 | World Asset Management Inc | 7,082 | 441,000 | 13.49% | ||
| 6 | Regent Investment Management LLC | 3,600 | 224,000 | 6.85% |
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.