| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Joel Isaacson & Co., LLC | 13,733 | 1,000,000 | 61.80% | ||
| 2 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 5,200 | 378,000 | 23.36% | ||
| 3 | ADVISOR PARTNERS LLC | 3,290 | 240,000 | 14.83% |
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.
