| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 39,000 | 390,000 | 42.48% | ||
| 2 | Crestwood Advisors Group, LLC | 19,425 | 194,000 | 21.13% | ||
| 3 | PINNACLE ASSOCIATES LTD | 11,500 | 115,000 | 12.53% | ||
| 4 | Veritable, L.P. | 11,500 | 115,000 | 12.53% | ||
| 5 | RONALD BLUE & CO LLC | 10,375 | 104,000 | 11.33% |
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.
