| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CrestPoint Capital Management, LLC | 12,500 | 1,605,000 | 32.31% | ||
| 2 | World Asset Management Inc | 10,799 | 1,386,000 | 27.90% | ||
| 3 | Veritable, L.P. | 7,595 | 975,000 | 19.63% | ||
| 4 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,800 | 745,000 | 15.00% | ||
| 5 | LOEB PARTNERS CORP | 2,000 | 257,000 | 5.17% |
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.
