| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bollard Group LLC | 233,583 | 3,529,000 | 99.92% | ||
| 2 | Jolley Asset Management, LLC | 130 | 2,000 | 0.06% | ||
| 3 | Archford Capital Strategies, LLC | 75 | 1,000 | 0.03% |
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.
