| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RAND WEALTH, LLC | 30,554 | 1,164,000 | 66.40% | ||
| 2 | 1834 INVESTMENT ADVISORS CO | 9,603 | 366,000 | 20.88% | ||
| 3 | TRAIN BABCOCK ADVISORS LLC | 5,846 | 223,000 | 12.72% |
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.
