| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 39,000 | 345,000 | 36.47% | ||
| 2 | PINNACLE ASSOCIATES LTD | 26,000 | 230,000 | 24.31% | ||
| 3 | Crestwood Advisors Group, LLC | 20,000 | 177,000 | 18.71% | ||
| 4 | Veritable, L.P. | 11,500 | 102,000 | 10.78% | ||
| 5 | RONALD BLUE & CO LLC | 10,375 | 92,000 | 9.73% |
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.
