| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOWARD CAPITAL MANAGEMENT | 209,077 | 7,199,000 | 36.73% | ||
| 2 | LOEB PARTNERS CORP | 185,650 | 6,392,000 | 32.62% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 51,104 | 1,759,000 | 8.98% | ||
| 4 | Barry Investment Advisors, LLC | 35,807 | 1,233,000 | 6.29% | ||
| 5 | InterOcean Capital, LLC | 33,687 | 1,160,000 | 5.92% | ||
| 6 | Veritable, L.P. | 30,735 | 1,058,000 | 5.40% | ||
| 7 | BBR PARTNERS, LLC | 14,267 | 491,000 | 2.51% | ||
| 8 | SOL Capital Management CO | 8,900 | 306,000 | 1.56% |
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.
