| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cutler Capital Management, LLC | 120,000 | 613,000 | 58.38% | ||
| 2 | Jaffetilchin Investment Partners, LLC | 23,762 | 121,000 | 11.52% | ||
| 3 | LSV ASSET MANAGEMENT | 21,300 | 108,000 | 10.29% | ||
| 4 | Hilton Capital Management, LLC | 19,750 | 101,000 | 9.62% | SH | |
| 5 | Creative Planning | 12,260 | 63,000 | 6.00% | ||
| 6 | MORGAN STANLEY | 4,108 | 21,000 | 2.00% | ||
| 7 | WELLS FARGO & COMPANY/MN | 3,735 | 19,000 | 1.81% | ||
| 8 | BlackRock Investment Management, LLC | 718 | 4,000 | 0.38% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 25 | 0 | 0.00% |
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.
