| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PRIVATE TRUST CO NA | 19,295 | 481,000 | 42.38% | ||
| 2 | Edge Wealth Management LLC | 13,000 | 326,000 | 28.72% | SH | |
| 3 | Altavista Wealth Management, Inc. | 12,475 | 311,000 | 27.40% | ||
| 4 | Highlander Capital Management, LLC | 600 | 15,000 | 1.32% | ||
| 5 | Joel Isaacson & Co., LLC | 67 | 2,000 | 0.18% |
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.
