| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Joel Isaacson & Co., LLC | 67 | 2,000 | 0.15% | ||
| 2 | Highlander Capital Management, LLC | 600 | 16,000 | 1.16% | ||
| 3 | Edge Wealth Management LLC | 4,050 | 106,000 | 7.70% | SH | |
| 4 | PRIVATE TRUST CO NA | 19,295 | 503,000 | 36.56% | ||
| 5 | Altavista Wealth Management, Inc. | 28,707 | 749,000 | 54.43% |
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.
