| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 84,345 | 2,386,000 | 89.40% | ||
| 2 | Constellation Wealth Advisors, LLC | 10,000 | 283,000 | 10.60% |
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.
