| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BARR E S & CO | 645,128 | 17,509,000 | 94.56% | ||
| 2 | Bollard Group LLC | 21,721 | 590,000 | 3.19% | ||
| 3 | Veritable, L.P. | 15,406 | 418,000 | 2.26% |
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.
