| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Kimelman & Baird, LLC | 85,840 | 1,286,000 | 42.18% | ||
| 2 | LOEB PARTNERS CORP | 40,000 | 600,000 | 19.68% | ||
| 3 | BOURGEON CAPITAL MANAGEMENT LLC | 38,084 | 570,000 | 18.69% | ||
| 4 | Veritable, L.P. | 22,050 | 330,000 | 10.82% | ||
| 5 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 17,555 | 263,000 | 8.63% |
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.
