| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bollard Group LLC | 83,039 | 939,000 | 72.57% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 18,160 | 205,000 | 15.84% | ||
| 3 | EADS & HEALD WEALTH MANAGEMENT | 13,305 | 150,000 | 11.59% |
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.
