| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IRONWOOD INVESTMENT MANAGEMENT LLC | 623,844 | 1,379,000 | 89.37% | ||
| 2 | Tufton Capital Management | 63,750 | 141,000 | 9.14% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 10,567 | 23,000 | 1.49% |
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.
