| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bollard Group LLC | 85,558 | 4,565,000 | 40.16% | ||
| 2 | CHICKASAW CAPITAL MANAGEMENT LLC | 65,400 | 3,489,000 | 30.70% | ||
| 3 | Belmont Global Advisors, Inc. | 20,300 | 1,083,000 | 9.53% | ||
| 4 | Banyan Partners, LLC | 18,200 | 971,000 | 8.54% | ||
| 5 | Veritable, L.P. | 14,901 | 795,000 | 6.99% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 8,288 | 442,000 | 3.89% | ||
| 7 | CUMBERLAND ADVISORS INC | 400 | 21,000 | 0.18% |
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.
