| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KLINGENSTEIN FIELDS & CO LP | 222,600 | 4,009,000 | 63.51% | ||
| 2 | PINNACLE ASSOCIATES LTD | 59,201 | 1,066,000 | 16.89% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 30,130 | 543,000 | 8.60% | ||
| 4 | Brouwer & Janachowski, LLC | 13,770 | 248,000 | 3.93% | ||
| 5 | DEARBORN PARTNERS LLC | 13,302 | 240,000 | 3.80% | ||
| 6 | Regent Investment Management LLC | 11,450 | 206,000 | 3.26% |
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.
