| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BEACH INVESTMENT COUNSEL INC/PA | 181,083 | 8,301,000 | 28.51% | ||
| 2 | Veritable, L.P. | 171,462 | 7,860,000 | 26.99% | ||
| 3 | Bollard Group LLC | 121,191 | 5,555,000 | 19.08% | ||
| 4 | EVERETT HARRIS & CO /CA/ | 42,990 | 1,971,000 | 6.77% | ||
| 5 | Narwhal Capital Management | 34,565 | 1,584,000 | 5.44% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 26,185 | 1,201,000 | 4.12% | ||
| 7 | AMERICAN NATIONAL INSURANCE CO | 20,150 | 924,000 | 3.17% | ||
| 8 | Beach Investment Management, LLC. | 14,330 | 657,000 | 2.26% | ||
| 9 | ArchPoint Investors | 13,330 | 611,000 | 2.10% | ||
| 10 | DREMAN VALUE MANAGEMENT, L L C | 9,229 | 423,000 | 1.45% | ||
| 11 | CUMBERLAND ADVISORS INC | 440 | 20,000 | 0.07% | ||
| 12 | 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.
