| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 629,940 | 28,184,000 | 68.30% | ||
| 2 | Summit Creek Advisors LLC | 262,427 | 11,741,000 | 28.45% | ||
| 3 | Bollard Group LLC | 30,000 | 1,342,000 | 3.25% |
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.
