| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BARR E S & CO | 641,678 | 18,108,000 | 94.47% | ||
| 2 | Bollard Group LLC | 21,775 | 614,000 | 3.20% | ||
| 3 | Veritable, L.P. | 15,806 | 446,000 | 2.33% |
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.
