| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STEEL GROVE CAPITAL ADVISORS, LLC | 19,350 | 729,000 | 44.59% | ||
| 2 | CIBC WORLD MARKETS CORP | 18,472 | 688,000 | 42.08% | ||
| 3 | Focused Wealth Management, Inc | 5,289 | 197,000 | 12.05% | ||
| 4 | Gemmer Asset Management LLC | 438 | 16,000 | 0.98% | ||
| 5 | PINKERTON WEALTH, LLC | 75 | 3,000 | 0.18% | ||
| 6 | NEWFOUND RESEARCH LLC | 52 | 2,000 | 0.12% |
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.
