| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COLONY GROUP LLC | 170,239 | 10,248,000 | 94.96% | ||
| 2 | Maryland Capital Management | 8,555 | 515,000 | 4.77% | ||
| 3 | Patten Group, Inc. | 480 | 28,896 | 0.27% |
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.
