| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 7,667 | 913,000 | 24.12% | ||
| 2 | Veritable, L.P. | 7,445 | 886,000 | 23.40% | ||
| 3 | CrestPoint Capital Management, LLC | 6,900 | 821,000 | 21.69% | ||
| 4 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,800 | 690,000 | 18.23% | ||
| 5 | LOEB PARTNERS CORP | 4,000 | 476,000 | 12.57% |
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.
