| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VALLEY WEALTH MANAGERS, INC. | 1,145 | 11,000 | 3.01% | ||
| 2 | LOEB PARTNERS CORP | 37,000 | 354,000 | 96.99% |
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.
