| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 9,013 | 1,069,000 | 63.46% | ||
| 2 | BECK MACK & OLIVER LLC | 3,413 | 405,000 | 24.04% | ||
| 3 | CT Financial Advisors LLC | 1,774 | 210,495 | 12.50% |
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.