| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 39,000 | 332,000 | 28.62% | ||
| 2 | VALLEY FORGE ASSET MANAGEMENT, LLC | 30,000 | 255,000 | 21.98% | ||
| 3 | PINNACLE ASSOCIATES LTD | 25,500 | 217,000 | 18.71% | ||
| 4 | Crestwood Advisors Group, LLC | 20,000 | 170,000 | 14.66% | ||
| 5 | Veritable, L.P. | 11,500 | 98,000 | 8.45% | ||
| 6 | RONALD BLUE & CO LLC | 10,375 | 88,000 | 7.59% |
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.
