| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cutler Capital Management, LLC | 60,427 | 365,000 | 45.62% | PRN | |
| 2 | Jaffetilchin Investment Partners, LLC | 27,604 | 167,000 | 20.88% | ||
| 3 | Hilton Capital Management, LLC | 19,750 | 119,000 | 14.88% | SH | |
| 4 | Creative Planning | 12,260 | 74,000 | 9.25% | ||
| 5 | MORGAN STANLEY | 4,111 | 25,000 | 3.12% | ||
| 6 | WELLS FARGO & COMPANY/MN | 3,735 | 23,000 | 2.88% | ||
| 7 | Tower Research Capital LLC (TRC) | 1,932 | 12,000 | 1.50% | ||
| 8 | UBS Group AG | 1,588 | 10,000 | 1.25% | ||
| 9 | BlackRock Investment Management, LLC | 718 | 4,000 | 0.50% | ||
| 10 | CITIGROUP INC | 87 | 1,000 | 0.12% |
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.
