| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ACCOUNT MANAGEMENT LLC | 105,405 | 3,494,176 | 73.93% | ||
| 2 | Freedom Investment Management, Inc. | 29,640 | 983,000 | 20.80% | ||
| 3 | American Research & Management Co. | 7,230 | 240,000 | 5.08% | ||
| 4 | Gemmer Asset Management LLC | 262 | 9,000 | 0.19% |
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.
