| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | West Family Investments, Inc. | 116,600 | 2,786,000 | 65.32% | ||
| 2 | Jacobus Wealth Management, Inc. | 15,995 | 382,000 | 8.96% | ||
| 3 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 12,850 | 307,000 | 7.20% | ||
| 4 | Janney Montgomery Scott LLC | 11,520 | 298,000 | 6.99% | ||
| 5 | Osborn Williams & Donohoe LLC | 12,400 | 296,000 | 6.94% | ||
| 6 | HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 4,500 | 107,000 | 2.51% | ||
| 7 | SONORA INVESTMENT MANAGEMENT, LLC | 1,841 | 43,981 | 1.03% | ||
| 8 | Focused Wealth Management, Inc | 870 | 21,000 | 0.49% | ||
| 9 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 750 | 18,000 | 0.42% | ||
| 10 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 250 | 6,000 | 0.14% |
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.
