| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KLINGENSTEIN FIELDS & CO LP | 222,650 | 4,052,000 | 62.83% | ||
| 2 | PINNACLE ASSOCIATES LTD | 59,428 | 1,082,000 | 16.78% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 30,130 | 549,000 | 8.51% | ||
| 4 | DEARBORN PARTNERS LLC | 16,373 | 298,000 | 4.62% | ||
| 5 | Brouwer & Janachowski, LLC | 13,770 | 251,000 | 3.89% | ||
| 6 | Regent Investment Management LLC | 11,950 | 217,000 | 3.36% |
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.
