| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Family Firm, Inc. | 259,768 | 1,288,000 | 77.64% | ||
| 2 | Benchmark Capital Advisors | 40,700 | 202,000 | 12.18% | ||
| 3 | Salient Capital Advisors, LLC | 15,700 | 78,000 | 4.70% | ||
| 4 | Montecito Bank & Trust | 14,000 | 75,000 | 4.52% | ||
| 5 | Riggs Asset Managment Co. Inc. | 2,135 | 11,000 | 0.66% | ||
| 6 | Gemmer Asset Management LLC | 1,075 | 5,000 | 0.30% | SH |
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.
