| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Spruce Investment Advisors LLC | 965,508 | 60,373,000 | 72.60% | ||
| 2 | SUMMIT CAPITAL MANAGEMENT LLC | 161,977 | 10,128,000 | 12.18% | ||
| 3 | EAGLE GLOBAL ADVISORS LLC | 133,971 | 8,377,000 | 10.07% | ||
| 4 | Ancora Advisors LLC | 42,947 | 2,685,000 | 3.23% | ||
| 5 | GREENWOOD CAPITAL ASSOCIATES LLC | 21,314 | 1,333,000 | 1.60% | ||
| 6 | Belmont Global Advisors, Inc. | 4,200 | 263,000 | 0.32% |
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.
