| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Narwhal Capital Management | 46,600 | 889,000 | 49.55% | ||
| 2 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 31,905 | 609,000 | 33.95% | ||
| 3 | Veritable, L.P. | 11,733 | 224,000 | 12.49% | ||
| 4 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3,750 | 72,000 | 4.01% |
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.
