| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 1,297,156 | 96,547,000 | 62.59% | ||
| 2 | EAGLE GLOBAL ADVISORS LLC | 628,660 | 46,791,000 | 30.34% | ||
| 3 | MAI Capital Management | 134,422 | 10,005,000 | 6.49% | ||
| 4 | Veritable, L.P. | 5,174 | 385,000 | 0.25% | ||
| 5 | Avalon Investment & Advisory | 4,083 | 304,000 | 0.20% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 2,752 | 205,000 | 0.13% | ||
| 7 | CUMBERLAND ADVISORS INC | 140 | 10,000 | 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.
