| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 12,177 | 151,000 | 3.35% | ||
| 2 | CG Asset Management LLC | 45,000 | 559,000 | 12.39% | ||
| 3 | Veritable, L.P. | 45,177 | 562,000 | 12.46% | ||
| 4 | LOEB PARTNERS CORP | 260,618 | 3,239,000 | 71.80% |
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.
