| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARMSTRONG SHAW ASSOCIATES INC/CT | 1,097,062 | 19,045,000 | 39.81% | ||
| 2 | Avalon Investment & Advisory | 519,065 | 9,011,000 | 18.84% | ||
| 3 | ROANOKE ASSET MANAGEMENT CORP/ NY | 190,104 | 3,300,000 | 6.90% | ||
| 4 | Financial Sense Advisors, Inc. | 188,735 | 3,276,000 | 6.85% | ||
| 5 | LOEB PARTNERS CORP | 169,050 | 2,935,000 | 6.14% | ||
| 6 | Palouse Capital Management, Inc. | 142,660 | 2,477,000 | 5.18% | ||
| 7 | Veritable, L.P. | 131,636 | 2,285,000 | 4.78% | ||
| 8 | Curi Capital, LLC | 98,064 | 1,702,000 | 3.56% | ||
| 9 | Advisors Capital Management, LLC | 76,234 | 1,323,000 | 2.77% | ||
| 10 | J.P. Morgan Private Wealth Advisors LLC | 58,519 | 1,016,000 | 2.12% | ||
| 11 | World Asset Management Inc | 27,215 | 472,000 | 0.99% | ||
| 12 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 21,654 | 376,000 | 0.79% | ||
| 13 | S&CO INC | 13,290 | 231,000 | 0.48% | ||
| 14 | ABNER HERRMAN & BROCK LLC | 11,825 | 205,000 | 0.43% | ||
| 15 | Constellation Wealth Advisors, LLC | 10,300 | 179,000 | 0.37% | ||
| 16 | Plante Moran Financial Advisors, LLC | 72 | 1,000 | 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.
