| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Banyan Partners, LLC | 700,000 | 90,000 | 72.00% | ||
| 2 | EXCALIBUR MANAGEMENT CORP | 250,000 | 31,000 | 24.80% | ||
| 3 | NORTH STAR ASSET MANAGEMENT INC | 31,250 | 4,000 | 3.20% |
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.
