| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Douglass Winthrop Advisors, LLC | 88,780 | 351,000 | 60.10% | ||
| 2 | Horrell Capital Management, Inc. | 30,000 | 119,000 | 20.38% | ||
| 3 | BRR OpCo, LLC | 20,000 | 79,000 | 13.53% | ||
| 4 | TCI Wealth Advisors, Inc. | 7,074 | 28,000 | 4.79% | ||
| 5 | Nelson Capital Management, LLC | 1,676 | 7,000 | 1.20% |
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.
