| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALTFEST L J & CO INC | 21,298 | 236,000 | 89.39% | ||
| 2 | American Research & Management Co. | 2,550 | 28,000 | 10.61% |
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.
