| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 363,341 | 11,333,000 | 52.93% | ||
| 2 | EAGLE GLOBAL ADVISORS LLC | 155,353 | 4,845,000 | 22.63% | ||
| 3 | FIRST FOUNDATION ADVISORS | 144,012 | 4,491,000 | 20.98% | ||
| 4 | Ancora Advisors LLC | 23,788 | 742,000 | 3.47% |
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.
