| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bollard Group LLC | 720,423 | 17,773,000 | 68.73% | ||
| 2 | Constellation Wealth Advisors, LLC | 214,318 | 5,287,000 | 20.45% | ||
| 3 | Azimuth Capital Management LLC | 76,000 | 1,875,000 | 7.25% | ||
| 4 | KLCM Advisors, Inc. | 19,250 | 475,000 | 1.84% | ||
| 5 | CHECK CAPITAL MANAGEMENT INC/CA | 17,800 | 439,000 | 1.70% | ||
| 6 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 370 | 9,000 | 0.03% |
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.
