| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ACCOUNT MANAGEMENT LLC | 105,405 | 4,121,336 | 75.23% | ||
| 2 | Freedom Investment Management, Inc. | 25,273 | 988,000 | 18.03% | ||
| 3 | American Research & Management Co. | 9,180 | 359,000 | 6.55% | ||
| 4 | Gemmer Asset Management LLC | 262 | 10,000 | 0.18% |
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.
