| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Strategic Advisors LLC | 97,097 | 2,350,000 | 42.48% | ||
| 2 | World Asset Management Inc | 78,817 | 1,335,000 | 24.13% | ||
| 3 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 34,705 | 588,000 | 10.63% | ||
| 4 | GFS Advisors, LLC | 31,022 | 526,000 | 9.51% | ||
| 5 | Bollard Group LLC | 18,484 | 313,000 | 5.66% | ||
| 6 | ROTHSCHILD INVESTMENT LLC /IL | 13,500 | 229,000 | 4.14% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 11,299 | 191,000 | 3.45% |
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.
