| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MONTAG A & ASSOCIATES INC | 150,000 | 12,000 | 40.00% | ||
| 2 | PENN DAVIS MCFARLAND INC | 201,000 | 10,000 | 33.33% | SH | |
| 3 | Chesley Taft & Associates LLC | 95,000 | 8,000 | 26.67% |
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.
