| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUESTEIN R H & CO LLC | 19,500 | 439,000 | 61.92% | ||
| 2 | FIRST FOUNDATION ADVISORS | 10,000 | 225,000 | 31.73% | ||
| 3 | Bollard Group LLC | 2,000 | 45,000 | 6.35% |
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.
