| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bollard Group LLC | 86,340 | 1,119,000 | 87.01% | ||
| 2 | EADS & HEALD WEALTH MANAGEMENT | 12,770 | 165,000 | 12.83% | ||
| 3 | QUADRANT CAPITAL GROUP LLC | 168 | 2,000 | 0.16% |
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.
