| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 1,332,730 | 100,568,000 | 63.27% | ||
| 2 | EAGLE GLOBAL ADVISORS LLC | 587,143 | 44,306,000 | 27.87% | ||
| 3 | MAI Capital Management | 133,984 | 10,110,000 | 6.36% | ||
| 4 | Geneva Advisors, LLC | 18,986 | 1,433,000 | 0.90% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 9,400 | 709,000 | 0.45% | ||
| 6 | SVB WEALTH LLC | 7,905 | 597,000 | 0.38% | ||
| 7 | Ancora Advisors LLC | 6,526 | 492,000 | 0.31% | ||
| 8 | Veritable, L.P. | 5,174 | 390,000 | 0.25% | ||
| 9 | Avalon Investment & Advisory | 4,450 | 336,000 | 0.21% | ||
| 10 | CUMBERLAND ADVISORS INC | 140 | 11,000 | 0.01% |
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.
