| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LOEB PARTNERS CORP | 223,150 | 7,553,000 | 36.61% | ||
| 2 | HOWARD CAPITAL MANAGEMENT | 214,077 | 7,247,000 | 35.13% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 51,000 | 1,726,000 | 8.37% | ||
| 4 | Barry Investment Advisors, LLC | 44,478 | 1,506,000 | 7.30% | ||
| 5 | Veritable, L.P. | 30,735 | 1,040,000 | 5.04% | ||
| 6 | InterOcean Capital, LLC | 22,906 | 775,000 | 3.76% | ||
| 7 | BBR PARTNERS, LLC | 14,267 | 483,000 | 2.34% | ||
| 8 | SOL Capital Management CO | 8,900 | 301,000 | 1.46% |
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.
