| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 218,797 | 1,343,000 | 58.16% | ||
| 2 | MCRAE CAPITAL MANAGEMENT INC | 49,900 | 306,000 | 13.25% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 44,576 | 274,000 | 11.87% | ||
| 4 | LOEB PARTNERS CORP | 40,500 | 249,000 | 10.78% | ||
| 5 | World Asset Management Inc | 19,680 | 121,000 | 5.24% | ||
| 6 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2,650 | 16,000 | 0.69% |
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.
