| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 1,146,658 | 87,926,000 | 63.27% | ||
| 2 | EAGLE GLOBAL ADVISORS LLC | 509,020 | 39,032,000 | 28.09% | ||
| 3 | MAI Capital Management | 113,626 | 8,713,000 | 6.27% | ||
| 4 | Geneva Advisors, LLC | 19,597 | 1,503,000 | 1.08% | ||
| 5 | Ancora Advisors LLC | 7,561 | 580,000 | 0.42% | ||
| 6 | CIM, LLC | 6,035 | 463,000 | 0.33% | ||
| 7 | Veritable, L.P. | 5,411 | 415,000 | 0.30% | ||
| 8 | CATAWBA CAPITAL MANAGEMENT /VA | 4,170 | 320,000 | 0.23% | ||
| 9 | CUMBERLAND ADVISORS INC | 220 | 17,000 | 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.
