| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 17,786 | 1,467,000 | 41.34% | ||
| 2 | Waldron Private Wealth LLC | 15,652 | 1,291,000 | 36.38% | ||
| 3 | World Asset Management Inc | 4,243 | 350,000 | 9.86% | ||
| 4 | RONALD BLUE & CO LLC | 2,695 | 222,000 | 6.26% | ||
| 5 | Evercore Wealth Management, LLC | 2,654 | 219,000 | 6.17% |
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.
