| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BEACH INVESTMENT COUNSEL INC/PA | 246,546 | 10,772,000 | 36.79% | ||
| 2 | Veritable, L.P. | 181,003 | 7,908,000 | 27.01% | ||
| 3 | Bollard Group LLC | 118,487 | 5,177,000 | 17.68% | ||
| 4 | Narwhal Capital Management | 35,180 | 1,537,000 | 5.25% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 28,162 | 1,230,000 | 4.20% | ||
| 6 | AMERICAN NATIONAL INSURANCE CO | 20,150 | 880,000 | 3.01% | ||
| 7 | Beach Investment Management, LLC. | 16,560 | 724,000 | 2.47% | ||
| 8 | EVERETT HARRIS & CO /CA/ | 9,550 | 417,000 | 1.42% | ||
| 9 | ArchPoint Investors | 7,600 | 332,000 | 1.13% | ||
| 10 | Caprock Group, LLC | 5,176 | 226,000 | 0.77% | ||
| 11 | DREMAN VALUE MANAGEMENT, L L C | 1,006 | 44,000 | 0.15% | ||
| 12 | CUMBERLAND ADVISORS INC | 440 | 19,000 | 0.06% | ||
| 13 | QCI ASSET MANAGEMENT INC/NY | 250 | 11,000 | 0.04% |
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.
