| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LOEB PARTNERS CORP | 398,830 | 5,592,000 | 52.07% | ||
| 2 | Beaumont Financial Partners, LLC | 107,537 | 1,508,000 | 14.04% | ||
| 3 | Ancora Advisors LLC | 92,300 | 1,294,000 | 12.05% | ||
| 4 | MONTAG A & ASSOCIATES INC | 47,869 | 671,000 | 6.25% | ||
| 5 | World Asset Management Inc | 46,276 | 649,000 | 6.04% | ||
| 6 | Ameritas Investment Partners, Inc. | 40,614 | 569,000 | 5.30% | ||
| 7 | DAVIDSON & GARRARD INC | 22,143 | 310,000 | 2.89% | ||
| 8 | Veritable, L.P. | 10,423 | 146,000 | 1.36% |
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.
