| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | American Research & Management Co. | 24,300 | 621,000 | 90.35% | ||
| 2 | Highlander Capital Management, LLC | 2,400 | 61,320 | 8.92% | ||
| 3 | COLONY GROUP LLC | 200 | 5,000 | 0.73% |
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.
