| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRAYBILL WEALTH MANAGEMENT, LTD. | 361,148 | 2,001,000 | 43.08% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 349,822 | 1,938,000 | 41.72% | ||
| 3 | Regent Investment Management LLC | 81,100 | 449,000 | 9.67% | ||
| 4 | EAGLE GLOBAL ADVISORS LLC | 31,410 | 174,000 | 3.75% | ||
| 5 | BBR PARTNERS, LLC | 15,000 | 83,000 | 1.79% |
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.
