| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 564,332 | 2,946,000 | 46.07% | ||
| 2 | GRAYBILL WEALTH MANAGEMENT, LTD. | 370,318 | 1,933,000 | 30.23% | ||
| 3 | Regent Investment Management LLC | 88,100 | 460,000 | 7.19% | ||
| 4 | EAGLE GLOBAL ADVISORS LLC | 68,690 | 359,000 | 5.61% | ||
| 5 | Veritable, L.P. | 58,063 | 303,000 | 4.74% | ||
| 6 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 45,687 | 238,000 | 3.72% | ||
| 7 | BBR PARTNERS, LLC | 15,000 | 78,000 | 1.22% | ||
| 8 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 14,750 | 77,000 | 1.20% |
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.
