| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | 7,384,560 | 177,377,000 | 94.65% | ||
| 2 | Adams Asset Advisors, LLC | 110,736 | 2,660,000 | 1.42% | ||
| 3 | Aull & Monroe Investment Management Corp | 83,470 | 2,005,000 | 1.07% | ||
| 4 | Advisors Capital Management, LLC | 72,129 | 1,733,000 | 0.92% | ||
| 5 | W.G. Shaheen & Associates DBA Whitney & Co | 40,385 | 970,000 | 0.52% | ||
| 6 | Hollow Brook Wealth Management LLC | 34,123 | 820,000 | 0.44% | ||
| 7 | Avalon Investment & Advisory | 21,026 | 505,000 | 0.27% | ||
| 8 | ArchPoint Investors | 16,070 | 386,000 | 0.21% | ||
| 9 | Regis Management CO LLC | 9,963 | 239,000 | 0.13% | ||
| 10 | LEAVELL INVESTMENT MANAGEMENT, INC. | 9,028 | 217,000 | 0.12% | ||
| 11 | KINGS POINT CAPITAL MANAGEMENT | 7,655 | 184,000 | 0.10% | ||
| 12 | Bollard Group LLC | 7,291 | 175,000 | 0.09% | ||
| 13 | Ancora Advisors LLC | 3,672 | 88,000 | 0.05% | ||
| 14 | CUMBERLAND ADVISORS INC | 690 | 17,000 | 0.01% | ||
| 15 | Evercore Wealth Management, LLC | 422 | 10,000 | 0.01% | ||
| 16 | Pinnacle Holdings, LLC | 320 | 7,686 | 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.
