| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SHELL ASSET MANAGEMENT CO | 74,463 | 6,443,000 | 88.53% | ||
| 2 | BALDWIN WEALTH PARTNERS LLC/MA | 5,574 | 521,000 | 7.16% | ||
| 3 | BURNEY CO/ | 2,830 | 265,000 | 3.64% | ||
| 4 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 373 | 35,000 | 0.48% | ||
| 5 | MassMutual Private Wealth & Trust, FSB | 150 | 12,978 | 0.18% | ||
| 6 | FARMERS & MERCHANTS INVESTMENTS INC | 20 | 1,000 | 0.01% | ||
| 7 | Lenox Wealth Management, Inc. | 0 | 0 | 0.00% |
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.
