| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 1,172,275 | 91,039,000 | 65.48% | ||
| 2 | EAGLE GLOBAL ADVISORS LLC | 231,220 | 17,957,000 | 12.92% | ||
| 3 | Geneva Advisors, LLC | 209,783 | 16,292,000 | 11.72% | ||
| 4 | MAI Capital Management | 160,537 | 12,467,000 | 8.97% | ||
| 5 | Veritable, L.P. | 6,930 | 538,000 | 0.39% | ||
| 6 | Ancora Advisors LLC | 0 | 502,000 | 0.36% | ||
| 7 | Greenwich Investment Management, Inc. | 3,055 | 237,000 | 0.17% |
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.