| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOWARD CAPITAL MANAGEMENT | 209,181 | 7,830,000 | 41.92% | ||
| 2 | LOEB PARTNERS CORP | 195,950 | 7,334,000 | 39.27% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 40,000 | 1,497,000 | 8.01% | ||
| 4 | Veritable, L.P. | 30,735 | 1,150,000 | 6.16% | ||
| 5 | BBR PARTNERS, LLC | 14,267 | 534,000 | 2.86% | ||
| 6 | SOL Capital Management CO | 8,900 | 333,000 | 1.78% | ||
| 7 | Barry Investment Advisors, LLC | 42,550 | 0 | 0.00% |
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.
