| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 280,771 | 8,541,000 | 84.80% | ||
| 2 | LOEB PARTNERS CORP | 29,900 | 909,000 | 9.03% | ||
| 3 | Veritable, L.P. | 20,441 | 622,000 | 6.18% |
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.
