| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 76,762 | 4,890,000 | 55.92% | ||
| 2 | CROFT-LEOMINSTER INC | 29,143 | 1,856,000 | 21.23% | ||
| 3 | Veritable, L.P. | 11,956 | 762,000 | 8.71% | ||
| 4 | World Asset Management Inc | 8,995 | 573,000 | 6.55% | ||
| 5 | BOSTON FAMILY OFFICE LLC | 6,633 | 423,000 | 4.84% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 3,763 | 240,000 | 2.74% |
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.
