| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KR CAPITAL ADVISORS INC | 47,680 | 5,859,000 | 55.77% | ||
| 2 | ARS Investment Partners, LLC | 21,230 | 2,609,000 | 24.84% | ||
| 3 | Veritable, L.P. | 8,560 | 1,052,000 | 10.01% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 2,515 | 309,000 | 2.94% | ||
| 5 | GARDNER RUSSO & QUINN LLC | 1,936 | 238,000 | 2.27% | ||
| 6 | Wellington Shields & Co., LLC | 1,850 | 227,000 | 2.16% | ||
| 7 | World Asset Management Inc | 1,719 | 211,000 | 2.01% |
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.
