| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 16,417 | 1,254,000 | 54.88% | ||
| 2 | Waldron Private Wealth LLC | 13,475 | 1,029,000 | 45.03% | ||
| 3 | QUADRANT CAPITAL GROUP LLC | 32 | 2,000 | 0.09% |
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.
