| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAG CAPITAL MANAGEMENT, LLC | 85,555 | 7,845,000 | 69.58% | ||
| 2 | S&CO INC | 16,417 | 1,505,000 | 13.35% | ||
| 3 | Waldron Private Wealth LLC | 13,533 | 1,156,000 | 10.25% | ||
| 4 | World Asset Management Inc | 4,715 | 432,000 | 3.83% | ||
| 5 | Huntington Steele LLC | 3,500 | 321,000 | 2.85% | ||
| 6 | QUADRANT CAPITAL GROUP LLC | 192 | 15,000 | 0.13% |
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.