| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 17,786 | 1,452,000 | 66.27% | ||
| 2 | World Asset Management Inc | 3,168 | 259,000 | 11.82% | ||
| 3 | Geneva Advisors, LLC | 2,974 | 243,000 | 11.09% | ||
| 4 | Evercore Wealth Management, LLC | 2,654 | 217,000 | 9.90% | ||
| 5 | Leisure Capital Management | 240 | 20,000 | 0.91% |
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.
