| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 16,417 | 1,261,000 | 54.14% | ||
| 2 | Waldron Private Wealth LLC | 13,452 | 1,067,000 | 45.81% | ||
| 3 | QUADRANT CAPITAL GROUP LLC | 35 | 1,000 | 0.04% |
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.
