| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRADITION CAPITAL MANAGEMENT LLC | 43,775 | 382,000 | 81.45% | ||
| 2 | Fiera Capital Corp | 10,000 | 87,000 | 18.55% |
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.
