| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bollard Group LLC | 303,194 | 9,684,000 | 85.04% | ||
| 2 | Geneva Advisors, LLC | 53,365 | 1,704,000 | 14.96% |
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.
