| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOLARIS ASSET MANAGEMENT LLC | 29,487 | 834,000 | 35.06% | ||
| 2 | Geneva Advisors, LLC | 24,016 | 679,000 | 28.54% | ||
| 3 | AMERIPRISE FINANCIAL INC | 10,935 | 309,000 | 12.99% | ||
| 4 | ROOSEVELT INVESTMENT GROUP LLC | 10,700 | 303,000 | 12.74% | ||
| 5 | MARATHON CAPITAL MANAGEMENT | 8,000 | 226,000 | 9.50% | ||
| 6 | MYCIO WEALTH PARTNERS, LLC | 1,000 | 28,000 | 1.18% |
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.
