| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | 5,897 | 203,000 | 81.02% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 1,325 | 45,550 | 18.18% | ||
| 3 | QCI ASSET MANAGEMENT INC/NY | 47 | 2,000 | 0.80% |
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.
