| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 518,703 | 2,879,000 | 47.27% | ||
| 2 | GRAYBILL WEALTH MANAGEMENT, LTD. | 360,946 | 2,003,000 | 32.89% | ||
| 3 | Regent Investment Management LLC | 82,100 | 456,000 | 7.49% | ||
| 4 | EAGLE GLOBAL ADVISORS LLC | 68,690 | 381,000 | 6.26% | ||
| 5 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 40,704 | 226,000 | 3.71% | ||
| 6 | BBR PARTNERS, LLC | 15,000 | 83,000 | 1.36% | ||
| 7 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 11,250 | 62,000 | 1.02% |
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.
