| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 12,000 | 305,000 | 96.83% | ||
| 2 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 378 | 10,000 | 3.17% |
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.
