| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WESTPORT RESOURCES MANAGEMENT INC | 10,200 | 422,000 | 61.97% | ||
| 2 | Point View Wealth Management, Inc. | 42,833 | 242,000 | 35.54% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 322 | 13,000 | 1.91% | ||
| 4 | American Research & Management Co. | 100 | 4,000 | 0.59% |
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.