| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BARR E S & CO | 625,028 | 17,951,000 | 94.27% | ||
| 2 | Bollard Group LLC | 26,740 | 768,000 | 4.03% | ||
| 3 | Veritable, L.P. | 11,278 | 324,000 | 1.70% |
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.
