| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bollard Group LLC | 276,427 | 6,435,000 | 80.90% | ||
| 2 | Financial Sense Advisors, Inc. | 39,170 | 912,000 | 11.47% | ||
| 3 | Azimuth Capital Management LLC | 17,000 | 396,000 | 4.98% | ||
| 4 | Clarkston Capital Partners, LLC | 9,050 | 211,000 | 2.65% |
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.
