| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 224 | 10,172 | 0.56% | ||
| 2 | GLENMEDE TRUST CO NA | 3,172 | 143,000 | 7.90% | ||
| 3 | APPLETON PARTNERS INC/MA | 6,532 | 296,000 | 16.35% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 29,977 | 1,361,000 | 75.19% |
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.
