| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SUMMIT CAPITAL MANAGEMENT LLC | 268,388 | 2,826,000 | 37.72% | ||
| 2 | Cohen Capital Management, Inc. | 172,885 | 2,460,000 | 32.84% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 155,028 | 1,633,000 | 21.80% | ||
| 4 | Regent Investment Management LLC | 18,225 | 192,000 | 2.56% | ||
| 5 | World Asset Management Inc | 13,589 | 143,000 | 1.91% | ||
| 6 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 12,675 | 133,000 | 1.78% | ||
| 7 | BBR PARTNERS, LLC | 10,000 | 105,000 | 1.40% | ||
| 8 | QUADRANT CAPITAL GROUP LLC | 114 | 0 | 0.00% |
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.
