| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LOEB PARTNERS CORP | 43,250 | 1,545,000 | 42.04% | ||
| 2 | Avalon Investment & Advisory | 31,240 | 1,116,000 | 30.37% | ||
| 3 | MONETARY MANAGEMENT GROUP INC | 9,600 | 343,000 | 9.33% | ||
| 4 | World Asset Management Inc | 9,592 | 343,000 | 9.33% | ||
| 5 | MAI Capital Management | 6,299 | 225,000 | 6.12% | ||
| 6 | KINGS POINT CAPITAL MANAGEMENT | 2,860 | 102,000 | 2.78% | ||
| 7 | QUADRANT CAPITAL GROUP LLC | 44 | 1,000 | 0.03% |
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.
