| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 1,111,348 | 84,674,000 | 59.52% | ||
| 2 | EAGLE GLOBAL ADVISORS LLC | 599,050 | 45,642,000 | 32.08% | ||
| 3 | MAI Capital Management | 114,078 | 8,692,000 | 6.11% | ||
| 4 | Geneva Advisors, LLC | 20,112 | 1,532,000 | 1.08% | ||
| 5 | Ancora Advisors LLC | 7,561 | 576,000 | 0.40% | ||
| 6 | CATAWBA CAPITAL MANAGEMENT /VA | 6,095 | 464,000 | 0.33% | ||
| 7 | Veritable, L.P. | 5,411 | 412,000 | 0.29% | ||
| 8 | HOLLENCREST CAPITAL MANAGEMENT | 3,494 | 266,000 | 0.19% | ||
| 9 | 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.