| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOLARIS ASSET MANAGEMENT LLC | 67,400 | 1,684,000 | 49.91% | ||
| 2 | REIK & CO., LLC | 18,785 | 469,000 | 13.90% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13,299 | 332,000 | 9.84% | ||
| 4 | ROANOKE ASSET MANAGEMENT CORP/ NY | 12,700 | 317,000 | 9.40% | ||
| 5 | BALDWIN WEALTH PARTNERS LLC/MA | 12,316 | 308,000 | 9.13% | ||
| 6 | Crow Point Partners, LLC | 4,750 | 119,000 | 3.53% | ||
| 7 | WESTPORT RESOURCES MANAGEMENT INC | 2,000 | 50,000 | 1.48% | ||
| 8 | PRIVATE TRUST CO NA | 1,600 | 40,000 | 1.19% | ||
| 9 | AMERIPRISE FINANCIAL INC | 1,200 | 30,000 | 0.89% | ||
| 10 | TRUST CO OF VERMONT | 1,000 | 25,000 | 0.74% |
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.