| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 16,417 | 1,308,000 | 49.77% | ||
| 2 | Waldron Private Wealth LLC | 13,452 | 1,067,000 | 40.60% | ||
| 3 | Geneva Advisors, LLC | 3,095 | 247,000 | 9.40% | ||
| 4 | QUADRANT CAPITAL GROUP LLC | 94 | 6,000 | 0.23% |
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.
