| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 25,000 | 354,000 | 38.23% | ||
| 2 | PINNACLE ASSOCIATES LTD | 19,500 | 276,000 | 29.81% | ||
| 3 | RONALD BLUE & CO LLC | 10,375 | 147,000 | 15.87% | ||
| 4 | Veritable, L.P. | 10,000 | 142,000 | 15.33% | ||
| 5 | QCI ASSET MANAGEMENT INC/NY | 500 | 7,000 | 0.76% |
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.
