| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BARR E S & CO | 631,703 | 18,831,000 | 94.23% | ||
| 2 | Bollard Group LLC | 26,364 | 786,000 | 3.93% | ||
| 3 | Veritable, L.P. | 12,319 | 367,000 | 1.84% |
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.
