| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 186,475 | 5,372,000 | 46.62% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 121,256 | 3,494,000 | 30.32% | ||
| 3 | LOEB PARTNERS CORP | 82,200 | 2,368,000 | 20.55% | ||
| 4 | Veritable, L.P. | 10,021 | 289,000 | 2.51% |
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.
