| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 1,228,245 | 81,469,000 | 63.75% | ||
| 2 | Geneva Advisors, LLC | 306,422 | 20,325,000 | 15.90% | ||
| 3 | EAGLE GLOBAL ADVISORS LLC | 220,169 | 14,604,000 | 11.43% | ||
| 4 | MAI Capital Management | 160,150 | 10,623,000 | 8.31% | ||
| 5 | Ancora Advisors LLC | 6,466 | 429,000 | 0.34% | ||
| 6 | Veritable, L.P. | 5,174 | 343,000 | 0.27% |
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.
