| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 657,284 | 6,803,000 | 73.79% | ||
| 2 | Sippican Capital Advisors | 120,227 | 1,244,000 | 13.49% | ||
| 3 | Bollard Group LLC | 83,120 | 860,000 | 9.33% | ||
| 4 | World Asset Management Inc | 15,982 | 165,000 | 1.79% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 14,160 | 147,000 | 1.59% |
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.
