| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 4,763,543 | 147,098,000 | 94.57% | ||
| 2 | Pinnacle Holdings, LLC | 104,380 | 3,223,254 | 2.07% | ||
| 3 | MAI Capital Management | 72,197 | 2,229,000 | 1.43% | ||
| 4 | Geneva Advisors, LLC | 69,950 | 2,160,000 | 1.39% | ||
| 5 | Bollard Group LLC | 9,610 | 297,000 | 0.19% | ||
| 6 | Ancora Advisors LLC | 6,818 | 211,000 | 0.14% | ||
| 7 | Avalon Investment & Advisory | 6,808 | 210,000 | 0.14% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 2,892 | 89,000 | 0.06% | ||
| 9 | QUADRANT CAPITAL GROUP LLC | 797 | 24,000 | 0.02% |
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.
