| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOURGEON CAPITAL MANAGEMENT LLC | 25,402 | 318,000 | 99.38% | ||
| 2 | Bollard Group LLC | 123 | 2,000 | 0.62% | ||
| 3 | QCI ASSET MANAGEMENT INC/NY | 27 | 0 | 0.00% |
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.