| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BEACH INVESTMENT COUNSEL INC/PA | 249,886 | 11,790,000 | 31.72% | ||
| 2 | Veritable, L.P. | 170,865 | 8,061,000 | 21.69% | ||
| 3 | Bollard Group LLC | 116,446 | 5,494,000 | 14.78% | ||
| 4 | CHICKASAW CAPITAL MANAGEMENT LLC | 91,447 | 4,314,000 | 11.61% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 62,218 | 2,935,000 | 7.90% | ||
| 6 | Narwhal Capital Management | 44,765 | 2,112,000 | 5.68% | ||
| 7 | AMERICAN NATIONAL INSURANCE CO | 20,150 | 951,000 | 2.56% | ||
| 8 | Beach Investment Management, LLC. | 16,560 | 781,000 | 2.10% | ||
| 9 | Caprock Group, LLC | 7,840 | 370,000 | 1.00% | ||
| 10 | ArchPoint Investors | 6,020 | 284,000 | 0.76% | ||
| 11 | DREMAN VALUE MANAGEMENT, L L C | 1,006 | 47,000 | 0.13% | ||
| 12 | CUMBERLAND ADVISORS INC | 440 | 21,000 | 0.06% | ||
| 13 | QCI ASSET MANAGEMENT INC/NY | 250 | 12,000 | 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.
