| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Gerstein Fisher | 150,000 | 13,000 | 76.47% | ||
| 2 | Apriem Advisors | 50,000 | 4,000 | 23.53% |
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.
