| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Kimelman & Baird, LLC | 77,140 | 1,041,000 | 37.49% | ||
| 2 | LOEB PARTNERS CORP | 50,000 | 675,000 | 24.31% | ||
| 3 | BOURGEON CAPITAL MANAGEMENT LLC | 38,084 | 514,000 | 18.51% | ||
| 4 | Veritable, L.P. | 22,940 | 310,000 | 11.16% | ||
| 5 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 17,555 | 237,000 | 8.53% |
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.
