| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 2,235,271 | 62,565,000 | 87.38% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 275,026 | 7,698,000 | 10.75% | ||
| 3 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 28,452 | 796,000 | 1.11% | ||
| 4 | Belmont Global Advisors, Inc. | 18,400 | 515,000 | 0.72% | ||
| 5 | CUMBERLAND ADVISORS INC | 1,000 | 28,000 | 0.04% |
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.