| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KR CAPITAL ADVISORS INC | 364,035 | 6,596,000 | 32.64% | ||
| 2 | SUMMIT CAPITAL MANAGEMENT LLC | 294,250 | 5,332,000 | 26.38% | ||
| 3 | Cohen Capital Management, Inc. | 175,211 | 3,175,000 | 15.71% | ||
| 4 | Advisors Capital Management, LLC | 85,227 | 1,544,000 | 7.64% | ||
| 5 | Constellation Wealth Advisors, LLC | 72,968 | 1,322,000 | 6.54% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 63,867 | 1,157,000 | 5.72% | ||
| 7 | Regent Investment Management LLC | 21,025 | 381,000 | 1.89% | ||
| 8 | World Asset Management Inc | 14,274 | 259,000 | 1.28% | ||
| 9 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 12,675 | 230,000 | 1.14% | ||
| 10 | BBR PARTNERS, LLC | 11,435 | 207,000 | 1.02% | ||
| 11 | QUADRANT CAPITAL GROUP LLC | 486 | 8,000 | 0.04% |
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.
