| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cutler Capital Management, LLC | 120,000 | 600,000 | 52.08% | ||
| 2 | GOLDMAN SACHS GROUP INC | 27,730 | 139,000 | 12.07% | ||
| 3 | Jaffetilchin Investment Partners, LLC | 24,136 | 121,000 | 10.50% | ||
| 4 | LSV ASSET MANAGEMENT | 21,300 | 106,000 | 9.20% | ||
| 5 | Hilton Capital Management, LLC | 19,750 | 99,000 | 8.59% | SH | |
| 6 | Creative Planning | 12,260 | 61,000 | 5.30% | ||
| 7 | MORGAN STANLEY | 4,100 | 21,000 | 1.82% | ||
| 8 | BlackRock Investment Management, LLC | 846 | 4,000 | 0.35% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 245 | 1,000 | 0.09% |
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.
