| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | QUADRANT CAPITAL GROUP LLC | 47 | 1,000 | 0.04% | ||
| 2 | World Asset Management Inc | 2,846 | 213,000 | 7.67% | ||
| 3 | Huntington Steele LLC | 4,000 | 299,000 | 10.77% | ||
| 4 | Waldron Private Wealth LLC | 13,533 | 1,038,000 | 37.38% | ||
| 5 | S&CO INC | 16,417 | 1,226,000 | 44.15% |
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.
