| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 58,650 | 760,000 | 42.67% | ||
| 2 | BOURGEON CAPITAL MANAGEMENT LLC | 42,800 | 554,000 | 31.11% | ||
| 3 | Banyan Partners, LLC | 25,300 | 328,000 | 18.42% | ||
| 4 | Ameritas Investment Partners, Inc. | 10,708 | 139,000 | 7.80% |
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.
