| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bollard Group LLC | 307,293 | 6,776,000 | 83.61% | ||
| 2 | PVG Asset Management | 48,682 | 1,073,438 | 13.25% | ||
| 3 | Independence Trust CO | 11,554 | 255,000 | 3.15% |
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.
