| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bollard Group LLC | 628 | 18,000 | 0.24% | ||
| 2 | BOSTON RESEARCH & MANAGEMENT INC | 55,130 | 1,614,000 | 21.90% | ||
| 3 | CUMBERLAND ADVISORS INC | 195,960 | 5,738,000 | 77.86% |
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.
