| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 18,368 | 1,550,000 | 49.07% | ||
| 2 | Waldron Private Wealth LLC | 13,475 | 1,137,000 | 35.99% | ||
| 3 | World Asset Management Inc | 2,999 | 253,000 | 8.01% | ||
| 4 | Geneva Advisors, LLC | 2,595 | 219,000 | 6.93% |
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.
