| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Kimelman & Baird, LLC | 101,240 | 1,494,000 | 47.82% | ||
| 2 | LOEB PARTNERS CORP | 40,000 | 590,000 | 18.89% | ||
| 3 | BOURGEON CAPITAL MANAGEMENT LLC | 30,084 | 444,000 | 14.21% | ||
| 4 | Veritable, L.P. | 22,050 | 325,000 | 10.40% | ||
| 5 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 18,355 | 271,000 | 8.67% |
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.
