| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALDWIN WEALTH PARTNERS LLC/MA | 124,900 | 5,720,000 | 75.45% | ||
| 2 | DT Investment Partners, LLC | 20,615 | 944,000 | 12.45% | ||
| 3 | D L CARLSON INVESTMENT GROUP INC | 12,305 | 564,000 | 7.44% | ||
| 4 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 7,700 | 353,000 | 4.66% |
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.
