| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Focused Wealth Management, Inc | 204,955 | 6,290,000 | 74.38% | ||
| 2 | MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 32,152 | 987,000 | 11.67% | ||
| 3 | Capital Wealth Planning, LLC | 13,500 | 414,000 | 4.90% | ||
| 4 | AYALON INSURANCE COMP LTD. | 13,305 | 410,000 | 4.85% | ||
| 5 | Bellecapital International Ltd. | 10,000 | 307,000 | 3.63% | ||
| 6 | SEVENBRIDGE FINANCIAL GROUP, LLC | 1,736 | 26,000 | 0.31% | ||
| 7 | HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 1,480 | 23,000 | 0.27% |
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.
