| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | McAdams Wright Ragen, Inc. | 124,703 | 735,000 | 40.80% | ||
| 2 | Camelot Portfolios, LLC | 51,700 | 305,000 | 16.93% | ||
| 3 | Benchmark Capital Advisors | 36,700 | 217,000 | 12.05% | ||
| 4 | HIGHLAND CAPITAL MANAGEMENT, LLC | 31,650 | 187,000 | 10.38% | ||
| 5 | B. Riley Wealth Advisors, Inc. | 21,567 | 127,000 | 7.05% | ||
| 6 | Salient Capital Advisors, LLC | 15,700 | 93,000 | 5.16% | ||
| 7 | Montecito Bank & Trust | 14,000 | 83,000 | 4.61% | SH | |
| 8 | WEST COAST ASSET MANAGEMENT INC | 6,000 | 35,400 | 1.97% | ||
| 9 | Riggs Asset Managment Co. Inc. | 2,135 | 13,000 | 0.72% | ||
| 10 | Gemmer Asset Management LLC | 1,075 | 6,000 | 0.33% |
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.
