| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | YHB Investment Advisors, Inc. | 25,931 | 1,463,000 | 63.99% | ||
| 2 | Douglass Winthrop Advisors, LLC | 7,500 | 420,000 | 18.37% | ||
| 3 | DOHENY ASSET MANAGEMENT /CA | 5,000 | 290,000 | 12.68% | ||
| 4 | Burt Wealth Advisors | 830 | 46,000 | 2.01% | ||
| 5 | JFS WEALTH ADVISORS, LLC | 675 | 39,000 | 1.71% | ||
| 6 | Smith Affiliated Capital Corp. | 500 | 28,215 | 1.23% | PRN | |
| 7 | MassMutual Private Wealth & Trust, FSB | 0 | 0 | 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.
