| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 3,408,064 | 142,389,000 | 80.40% | ||
| 2 | Geneva Advisors, LLC | 299,641 | 12,519,000 | 7.07% | ||
| 3 | Huntington Steele LLC | 161,485 | 6,747,000 | 3.81% | ||
| 4 | Adams Asset Advisors, LLC | 109,698 | 4,583,000 | 2.59% | ||
| 5 | Aull & Monroe Investment Management Corp | 82,172 | 3,433,000 | 1.94% | ||
| 6 | W.G. Shaheen & Associates DBA Whitney & Co | 74,300 | 3,104,000 | 1.75% | ||
| 7 | Narwhal Capital Management | 32,000 | 1,337,000 | 0.75% | ||
| 8 | BALDWIN WEALTH PARTNERS LLC/MA | 15,200 | 635,000 | 0.36% | ||
| 9 | HOLLENCREST CAPITAL MANAGEMENT | 12,434 | 519,000 | 0.29% | ||
| 10 | Ancora Advisors LLC | 11,918 | 498,000 | 0.28% | ||
| 11 | JAMES INVESTMENT RESEARCH, INC. | 9,700 | 405,000 | 0.23% | ||
| 12 | LEAVELL INVESTMENT MANAGEMENT, INC. | 9,428 | 394,000 | 0.22% | ||
| 13 | FIRST FOUNDATION ADVISORS | 5,533 | 231,000 | 0.13% | ||
| 14 | Greenwich Investment Management, Inc. | 5,340 | 223,000 | 0.13% | ||
| 15 | CUMBERLAND ADVISORS INC | 1,200 | 50,000 | 0.03% | ||
| 16 | Dunvegan Associates, Inc. | 850 | 36,000 | 0.02% |
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.
