| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LOEB PARTNERS CORP | 243,789 | 5,115,000 | 93.48% | ||
| 2 | Veritable, L.P. | 17,033 | 357,000 | 6.52% |
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.
