| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LOEB PARTNERS CORP | 57,900 | 1,517,000 | 42.70% | ||
| 2 | Veritable, L.P. | 43,741 | 1,146,000 | 32.25% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 28,805 | 755,000 | 21.25% | ||
| 4 | Clarkston Capital Partners, LLC | 5,000 | 131,050 | 3.69% | ||
| 5 | Ranger International Management, LP | 164 | 4,000 | 0.11% |
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.
