| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WESTPORT RESOURCES MANAGEMENT INC | 8,900 | 366,000 | 54.06% | ||
| 2 | Destination Wealth Management | 6,029 | 258,000 | 38.11% | ||
| 3 | PRENTISS SMITH & CO INC | 1,284 | 53,000 | 7.83% |
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.