| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 50,598 | 3,387,000 | 54.13% | ||
| 2 | Freedom Investment Management, Inc. | 11,342 | 759,000 | 12.13% | ||
| 3 | Focused Wealth Management, Inc | 8,151 | 546,000 | 8.73% | ||
| 4 | American Research & Management Co. | 7,746 | 518,000 | 8.28% | ||
| 5 | LMR Partners LLP | 7,146 | 478,000 | 7.64% | ||
| 6 | A. D. Beadell Investment Counsel, Inc. | 4,495 | 300,000 | 4.79% | ||
| 7 | Ironwood Investment Counsel, LLC | 6,991 | 208,000 | 3.32% | ||
| 8 | SONORA INVESTMENT MANAGEMENT, LLC | 400 | 26,772 | 0.43% | ||
| 9 | SARGENT BICKHAM LAGUDIS LLC | 365 | 24,000 | 0.38% | ||
| 10 | Gemmer Asset Management LLC | 147 | 10,000 | 0.16% |
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.
