| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BARR E S & CO | 636,478 | 16,338,000 | 93.96% | ||
| 2 | Bollard Group LLC | 25,766 | 661,000 | 3.80% | ||
| 3 | Veritable, L.P. | 15,139 | 389,000 | 2.24% |
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.
