| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOURGEON CAPITAL MANAGEMENT LLC | 42,000 | 517,000 | 39.11% | ||
| 2 | S&CO INC | 40,000 | 493,000 | 37.29% | ||
| 3 | Banyan Partners, LLC | 25,300 | 312,000 | 23.60% |
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.