| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 6,360,267 | 163,459,000 | 91.35% | ||
| 2 | Geneva Advisors, LLC | 245,942 | 6,321,000 | 3.53% | ||
| 3 | Adams Asset Advisors, LLC | 110,736 | 2,845,000 | 1.59% | ||
| 4 | Aull & Monroe Investment Management Corp | 79,870 | 2,053,000 | 1.15% | ||
| 5 | W.G. Shaheen & Associates DBA Whitney & Co | 61,650 | 1,584,000 | 0.89% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 33,500 | 861,000 | 0.48% | ||
| 7 | Avalon Investment & Advisory | 19,313 | 496,000 | 0.28% | ||
| 8 | ArchPoint Investors | 16,070 | 413,000 | 0.23% | ||
| 9 | Ancora Advisors LLC | 11,468 | 295,000 | 0.16% | ||
| 10 | LEAVELL INVESTMENT MANAGEMENT, INC. | 9,028 | 232,000 | 0.13% | ||
| 11 | Hollow Brook Wealth Management LLC | 8,141 | 209,000 | 0.12% | ||
| 12 | Bollard Group LLC | 5,203 | 134,000 | 0.07% | ||
| 13 | Dunvegan Associates, Inc. | 850 | 22,000 | 0.01% | ||
| 14 | CUMBERLAND ADVISORS INC | 460 | 12,000 | 0.01% | ||
| 15 | Pinnacle Holdings, LLC | 320 | 8,224 | 0.00% |
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.
