| 1 |
CHICKASAW CAPITAL MANAGEMENT LLC |
9,776,027 |
134,323,000 |
81.09% |
|
|
| 2 |
Obermeyer Wealth Partners |
375,544 |
5,160,000 |
3.11% |
|
|
| 3 |
KINGS POINT CAPITAL MANAGEMENT |
374,587 |
5,147,000 |
3.11% |
|
|
| 4 |
BURNHAM ASSET MANAGEMENT CORP /NY/ |
337,348 |
4,635,000 |
2.80% |
|
|
| 5 |
Grassi Investment Management |
248,400 |
3,413,000 |
2.06% |
|
|
| 6 |
Veritable, L.P. |
228,712 |
3,143,000 |
1.90% |
|
|
| 7 |
Advisors Capital Management, LLC |
211,191 |
2,902,000 |
1.75% |
|
|
| 8 |
PINNACLE ASSOCIATES LTD |
164,609 |
2,262,000 |
1.37% |
|
|
| 9 |
HOLLENCREST CAPITAL MANAGEMENT |
103,840 |
1,427,000 |
0.86% |
|
|
| 10 |
Miller Investment Management, LP |
55,000 |
756,000 |
0.46% |
|
|
| 11 |
SVB WEALTH LLC |
43,360 |
595,000 |
0.36% |
|
|
| 12 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC |
27,274 |
375,000 |
0.23% |
|
|
| 13 |
CATAWBA CAPITAL MANAGEMENT /VA |
25,760 |
354,000 |
0.21% |
|
|
| 14 |
SENTINEL TRUST CO LBA |
21,910 |
301,000 |
0.18% |
|
|
| 15 |
Pinnacle Holdings, LLC |
13,312 |
182,907 |
0.11% |
|
|
| 16 |
RONALD BLUE & CO LLC |
12,190 |
167,000 |
0.10% |
|
|
| 17 |
ROANOKE ASSET MANAGEMENT CORP/ NY |
12,000 |
165,000 |
0.10% |
|
|
| 18 |
PACER ADVISORS, INC. |
11,696 |
161,000 |
0.10% |
|
|
| 19 |
BALDWIN WEALTH PARTNERS LLC/MA |
10,704 |
147,000 |
0.09% |
|
|
| 20 |
ArchPoint Investors |
2,200 |
30,000 |
0.02% |
|
|
| 21 |
CUMBERLAND ADVISORS INC |
750 |
10,000 |
0.01% |
|
|
