| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LOEB PARTNERS CORP | 178,350 | 5,927,000 | 43.58% | ||
| 2 | InterOcean Capital, LLC | 60,633 | 2,015,000 | 14.82% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 51,151 | 1,700,000 | 12.50% | ||
| 4 | Barry Investment Advisors, LLC | 35,645 | 1,184,000 | 8.71% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 31,828 | 1,058,000 | 7.78% | ||
| 6 | Veritable, L.P. | 28,470 | 946,000 | 6.96% | ||
| 7 | BBR PARTNERS, LLC | 14,267 | 474,000 | 3.49% | ||
| 8 | SOL Capital Management CO | 8,900 | 296,000 | 2.18% |
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.
