| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WILLIAMS JONES & ASSOCIATES LLC | 7,977 | 209,000 | 60.93% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 3,808 | 100,000 | 29.15% | ||
| 3 | Ledyard National Bank | 1,314 | 34,000 | 9.91% |
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.
