| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 217,820 | 5,239,000 | 83.36% | ||
| 2 | NEVILLE RODIE & SHAW INC | 26,378 | 634,000 | 10.09% | ||
| 3 | SouthState Bank Corp | 15,070 | 362,000 | 5.76% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 2,059 | 50,000 | 0.80% |
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.