| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Nelson Capital Management, LLC | 1,426 | 5,000 | 0.86% | ||
| 2 | ALTFEST L J & CO INC | 15,197 | 57,000 | 9.81% | ||
| 3 | BRR OpCo, LLC | 20,000 | 75,000 | 12.91% | ||
| 4 | Horrell Capital Management, Inc. | 30,000 | 112,000 | 19.28% | ||
| 5 | Douglass Winthrop Advisors, LLC | 88,780 | 332,000 | 57.14% |
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.
