| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Hirtle Callaghan & Co LLC | 36,842 | 968,000 | 37.19% | ||
| 2 | A. D. Beadell Investment Counsel, Inc. | 20,125 | 519,000 | 19.94% | ||
| 3 | HANCOCK WHITNEY CORP | 19,490 | 503,000 | 19.33% | ||
| 4 | Genesis Wealth Advisors, LLC | 15,550 | 406,321 | 15.61% | ||
| 5 | LAFFER TENGLER INVESTMENTS, INC. | 7,993 | 206,219 | 7.92% | PRN |
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.