| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LOEB PARTNERS CORP | 280,618 | 3,713,000 | 60.82% | ||
| 2 | NorthCoast Asset Management LLC | 98,331 | 1,301,000 | 21.31% | ||
| 3 | Veritable, L.P. | 41,977 | 555,000 | 9.09% | ||
| 4 | CG Asset Management LLC | 40,500 | 536,000 | 8.78% |
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.