| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Douglass Winthrop Advisors, LLC | 88,780 | 339,000 | 57.56% | ||
| 2 | Horrell Capital Management, Inc. | 30,000 | 112,000 | 19.02% | ||
| 3 | BRR OpCo, LLC | 20,001 | 75,000 | 12.73% | ||
| 4 | ALTFEST L J & CO INC | 15,197 | 57,000 | 9.68% | ||
| 5 | Nelson Capital Management, LLC | 1,426 | 5,000 | 0.85% | ||
| 6 | Ironwood Financial, llc | 200 | 1,000 | 0.17% |
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.
