| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 2,986,480 | 103,392,000 | 67.35% | ||
| 2 | EAGLE GLOBAL ADVISORS LLC | 1,017,279 | 35,218,000 | 22.94% | ||
| 3 | KINGS POINT CAPITAL MANAGEMENT | 106,434 | 3,685,000 | 2.40% | ||
| 4 | Pinnacle Holdings, LLC | 97,207 | 3,365,315 | 2.19% | ||
| 5 | Bollard Group LLC | 45,151 | 1,563,000 | 1.02% | ||
| 6 | Clarkston Capital Partners, LLC | 45,000 | 1,558,000 | 1.01% | ||
| 7 | BEACH INVESTMENT COUNSEL INC/PA | 32,012 | 1,108,000 | 0.72% | ||
| 8 | Caprock Group, LLC | 29,367 | 1,017,000 | 0.66% | ||
| 9 | CATAWBA CAPITAL MANAGEMENT /VA | 26,423 | 915,000 | 0.60% | ||
| 10 | Ancora Advisors LLC | 12,248 | 424,000 | 0.28% | ||
| 11 | Veritable, L.P. | 11,027 | 382,000 | 0.25% | ||
| 12 | MONETARY MANAGEMENT GROUP INC | 10,950 | 379,000 | 0.25% | ||
| 13 | ROANOKE ASSET MANAGEMENT CORP/ NY | 8,544 | 296,000 | 0.19% | ||
| 14 | PINNACLE ASSOCIATES LTD | 5,833 | 202,000 | 0.13% | ||
| 15 | CUMBERLAND ADVISORS INC | 510 | 18,000 | 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.
