| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FORBES J M & CO LLP | 10,800 | 145,000 | 66.51% | ||
| 2 | Bollard Group LLC | 4,075 | 49,000 | 22.48% | ||
| 3 | QCI ASSET MANAGEMENT INC/NY | 2,000 | 24,000 | 11.01% |
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.
