| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KLINGENSTEIN FIELDS & CO LP | 216,500 | 3,852,000 | 61.35% | ||
| 2 | PINNACLE ASSOCIATES LTD | 61,804 | 1,099,000 | 17.50% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 31,630 | 563,000 | 8.97% | ||
| 4 | DEARBORN PARTNERS LLC | 16,345 | 291,000 | 4.63% | ||
| 5 | Brouwer & Janachowski, LLC | 13,770 | 245,000 | 3.90% | ||
| 6 | Regent Investment Management LLC | 11,950 | 213,000 | 3.39% | ||
| 7 | EFG Private Wealth Management (Americas) Corp. | 901 | 16,000 | 0.25% |
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.
