| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 765,278 | 34,246,000 | 62.88% | ||
| 2 | TPH Asset Management, LLC | 951 | 4,256,000 | 7.81% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 84,737 | 3,792,000 | 6.96% | ||
| 4 | Advisors Capital Management, LLC | 80,243 | 3,591,000 | 6.59% | ||
| 5 | Veritable, L.P. | 73,034 | 3,268,000 | 6.00% | ||
| 6 | W.G. Shaheen & Associates DBA Whitney & Co | 18,975 | 849,000 | 1.56% | ||
| 7 | Pinnacle Holdings, LLC | 17,500 | 783,125 | 1.44% | SH | |
| 8 | Adams Asset Advisors, LLC | 17,009 | 761,000 | 1.40% | ||
| 9 | J.P. Morgan Private Wealth Advisors LLC | 16,255 | 727,000 | 1.33% | ||
| 10 | CYPRESS ASSET MANAGEMENT INC/TX | 15,352 | 687,000 | 1.26% | ||
| 11 | LEAVELL INVESTMENT MANAGEMENT, INC. | 9,708 | 434,000 | 0.80% | ||
| 12 | Grassi Investment Management | 9,525 | 426,000 | 0.78% | ||
| 13 | BECK MACK & OLIVER LLC | 8,327 | 373,000 | 0.68% | ||
| 14 | Belmont Global Advisors, Inc. | 5,980 | 268,000 | 0.49% | ||
| 15 | Bollard Group LLC | 1 | 0 | 0.00% |
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.
