| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WILLIAMS JONES & ASSOCIATES LLC | 12,398 | 340,000 | 71.73% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 3,583 | 98,000 | 20.68% | ||
| 3 | Ledyard National Bank | 1,314 | 36,000 | 7.59% |
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.
