| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 435,502 | 2,526,000 | 45.39% | ||
| 2 | GRAYBILL WEALTH MANAGEMENT, LTD. | 355,951 | 2,065,000 | 37.11% | ||
| 3 | Regent Investment Management LLC | 80,100 | 464,000 | 8.34% | ||
| 4 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 39,875 | 231,000 | 4.15% | ||
| 5 | EAGLE GLOBAL ADVISORS LLC | 33,070 | 192,000 | 3.45% | ||
| 6 | BBR PARTNERS, LLC | 15,000 | 87,000 | 1.56% |
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.
