| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 204,600 | 7,781,000 | 32.70% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 189,859 | 7,220,000 | 30.34% | ||
| 3 | MAI Capital Management | 96,996 | 3,689,000 | 15.50% | ||
| 4 | Marquette Asset Management, LLC | 42,572 | 1,619,000 | 6.80% | ||
| 5 | KINGS POINT CAPITAL MANAGEMENT | 33,505 | 1,274,000 | 5.35% | ||
| 6 | Veritable, L.P. | 31,070 | 1,182,000 | 4.97% | ||
| 7 | Caprock Group, LLC | 16,454 | 626,000 | 2.63% | ||
| 8 | ADELL HARRIMAN & CARPENTER INC | 7,986 | 303,708 | 1.28% | ||
| 9 | Ancora Advisors LLC | 2,355 | 90,000 | 0.38% | ||
| 10 | QCI ASSET MANAGEMENT INC/NY | 375 | 14,000 | 0.06% |
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.
