| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Regent Investment Management LLC | 20,077 | 1,672,000 | 23.75% | ||
| 2 | JAG CAPITAL MANAGEMENT, LLC | 16,500 | 1,374,000 | 19.51% | ||
| 3 | S&CO INC | 16,417 | 1,367,000 | 19.41% | ||
| 4 | SVB WEALTH LLC | 11,790 | 982,000 | 13.95% | ||
| 5 | Waldron Private Wealth LLC | 11,102 | 896,000 | 12.73% | ||
| 6 | World Asset Management Inc | 5,368 | 447,000 | 6.35% | ||
| 7 | Huntington Steele LLC | 3,500 | 291,000 | 4.13% | ||
| 8 | QUADRANT CAPITAL GROUP LLC | 189 | 12,000 | 0.17% | ||
| 9 | PATHSTONE FAMILY OFFICE, LLC | 4 | 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.
