| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 238,103 | 5,674,000 | 77.18% | ||
| 2 | LOEB PARTNERS CORP | 46,700 | 1,112,000 | 15.13% | ||
| 3 | Veritable, L.P. | 23,746 | 566,000 | 7.70% |
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.
