| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 218,997 | 6,202,000 | 75.93% | ||
| 2 | Belmont Global Advisors, Inc. | 50,986 | 1,444,000 | 17.68% | ||
| 3 | Yellowstone Partners, LLC | 9,863 | 279,000 | 3.42% | ||
| 4 | Veritable, L.P. | 8,582 | 243,000 | 2.98% |
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.