| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | American Research & Management Co. | 27,800 | 712,000 | 91.52% | ||
| 2 | Highlander Capital Management, LLC | 2,400 | 61,000 | 7.84% | ||
| 3 | COLONY GROUP LLC | 200 | 5,000 | 0.64% |
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.