| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 272,828 | 6,177,000 | 83.90% | ||
| 2 | LOEB PARTNERS CORP | 31,300 | 708,000 | 9.62% | ||
| 3 | Veritable, L.P. | 21,048 | 477,000 | 6.48% |
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.
