| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BEACH INVESTMENT COUNSEL INC/PA | 218,106 | 10,495,000 | 29.78% | ||
| 2 | Veritable, L.P. | 147,252 | 7,086,000 | 20.10% | ||
| 3 | Bollard Group LLC | 114,832 | 5,526,000 | 15.68% | ||
| 4 | CHICKASAW CAPITAL MANAGEMENT LLC | 95,950 | 4,617,000 | 13.10% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 66,871 | 3,217,000 | 9.13% | ||
| 6 | Narwhal Capital Management | 43,515 | 2,094,000 | 5.94% | ||
| 7 | AMERICAN NATIONAL INSURANCE CO | 20,150 | 970,000 | 2.75% | ||
| 8 | Beach Investment Management, LLC. | 16,560 | 797,000 | 2.26% | ||
| 9 | Caprock Group, LLC | 8,330 | 401,000 | 1.14% | ||
| 10 | CUMBERLAND ADVISORS INC | 400 | 19,000 | 0.05% | ||
| 11 | QCI ASSET MANAGEMENT INC/NY | 250 | 12,000 | 0.03% | ||
| 12 | DREMAN VALUE MANAGEMENT, L L C | 220 | 11,000 | 0.03% |
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.
