| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 16,417 | 1,130,000 | 41.85% | ||
| 2 | Waldron Private Wealth LLC | 13,475 | 927,000 | 34.33% | ||
| 3 | Calvert Investment Management, Inc. | 6,214 | 428,000 | 15.85% | ||
| 4 | Geneva Advisors, LLC | 3,095 | 213,000 | 7.89% | ||
| 5 | QUADRANT CAPITAL GROUP LLC | 45 | 2,000 | 0.07% |
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.
