| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KLINGENSTEIN FIELDS & CO LP | 210,700 | 3,847,000 | 63.24% | ||
| 2 | PINNACLE ASSOCIATES LTD | 58,575 | 1,070,000 | 17.59% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 27,360 | 499,000 | 8.20% | ||
| 4 | Brouwer & Janachowski, LLC | 13,770 | 251,000 | 4.13% | ||
| 5 | Regent Investment Management LLC | 11,450 | 209,000 | 3.44% | ||
| 6 | DEARBORN PARTNERS LLC | 11,350 | 207,000 | 3.40% |
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.
