| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOLARIS ASSET MANAGEMENT LLC | 66,650 | 1,696,000 | 51.50% | ||
| 2 | REIK & CO., LLC | 18,785 | 478,000 | 14.52% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13,020 | 331,000 | 10.05% | ||
| 4 | BALDWIN WEALTH PARTNERS LLC/MA | 11,000 | 280,000 | 8.50% | ||
| 5 | ROANOKE ASSET MANAGEMENT CORP/ NY | 9,000 | 229,000 | 6.95% | ||
| 6 | Crow Point Partners, LLC | 4,750 | 119,000 | 3.61% | ||
| 7 | WESTPORT RESOURCES MANAGEMENT INC | 2,000 | 51,000 | 1.55% | ||
| 8 | AMERIPRISE FINANCIAL INC | 1,674 | 43,000 | 1.31% | ||
| 9 | PRIVATE TRUST CO NA | 1,600 | 41,000 | 1.25% | ||
| 10 | TRUST CO OF VERMONT | 1,000 | 25,000 | 0.76% |
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.
