| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 64,372 | 4,818,000 | 64.62% | ||
| 2 | American Research & Management Co. | 19,996 | 897,000 | 12.03% | ||
| 3 | Focused Wealth Management, Inc | 8,129 | 608,000 | 8.16% | ||
| 4 | Freedom Investment Management, Inc. | 5,578 | 418,000 | 5.61% | ||
| 5 | A. D. Beadell Investment Counsel, Inc. | 4,495 | 336,000 | 4.51% | ||
| 6 | Ironwood Investment Counsel, LLC | 6,559 | 210,000 | 2.82% | ||
| 7 | SARGENT BICKHAM LAGUDIS LLC | 1,165 | 87,000 | 1.17% | ||
| 8 | SONORA INVESTMENT MANAGEMENT, LLC | 608 | 45,509 | 0.61% | ||
| 9 | Gemmer Asset Management LLC | 282 | 21,000 | 0.28% | ||
| 10 | Vantage Investment Advisors, LLC | 195 | 15,000 | 0.20% |
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.
