| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 183,465 | 5,265,000 | 82.12% | ||
| 2 | LOEB PARTNERS CORP | 29,900 | 858,000 | 13.38% | ||
| 3 | Veritable, L.P. | 10,021 | 288,000 | 4.49% |
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.
