| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 3,808 | 329,000 | 79.28% | ||
| 2 | Plante Moran Financial Advisors, LLC | 1,000 | 86,000 | 20.72% |
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.
