| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 400,000 | 7,988,000 | 83.05% | ||
| 2 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 37,977 | 758,000 | 7.88% | ||
| 3 | CHICKASAW CAPITAL MANAGEMENT LLC | 31,100 | 621,000 | 6.46% | ||
| 4 | PACER ADVISORS, INC. | 11,969 | 239,000 | 2.48% | ||
| 5 | CUMBERLAND ADVISORS INC | 600 | 12,000 | 0.12% |
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.