| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 422 | 12,000 | 0.01% | ||
| 2 | CUMBERLAND ADVISORS INC | 460 | 13,000 | 0.01% | ||
| 3 | Bollard Group LLC | 5,532 | 157,000 | 0.07% | ||
| 4 | LEAVELL INVESTMENT MANAGEMENT, INC. | 9,028 | 256,000 | 0.11% | ||
| 5 | Regis Management CO LLC | 9,963 | 283,000 | 0.13% | ||
| 6 | Caprock Group, LLC | 10,525 | 299,000 | 0.13% | ||
| 7 | Ancora Advisors LLC | 10,665 | 303,000 | 0.14% | ||
| 8 | ArchPoint Investors | 16,070 | 457,000 | 0.21% | ||
| 9 | Avalon Investment & Advisory | 18,473 | 525,000 | 0.24% | ||
| 10 | Hollow Brook Wealth Management LLC | 34,270 | 974,000 | 0.44% | ||
| 11 | W.G. Shaheen & Associates DBA Whitney & Co | 46,200 | 1,313,000 | 0.59% | ||
| 12 | HOLLENCREST CAPITAL MANAGEMENT | 51,160 | 1,453,000 | 0.65% | ||
| 13 | Advisors Capital Management, LLC | 67,632 | 1,921,000 | 0.86% | ||
| 14 | Aull & Monroe Investment Management Corp | 83,570 | 2,374,000 | 1.07% | ||
| 15 | J.P. Morgan Private Wealth Advisors LLC | 92,940 | 2,640,000 | 1.19% | ||
| 16 | Adams Asset Advisors, LLC | 110,736 | 3,146,000 | 1.41% | ||
| 17 | Geneva Advisors, LLC | 199,441 | 5,666,000 | 2.55% | ||
| 18 | CHICKASAW CAPITAL MANAGEMENT LLC | 7,068,760 | 200,823,000 | 90.21% |
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.
