| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALDWIN WEALTH PARTNERS LLC/MA | 77,380 | 1,069,000 | 51.54% | ||
| 2 | KEELEY ASSET MANAGEMENT CORP | 69,198 | 956,000 | 46.09% | ||
| 3 | Sandy Spring Bank | 2,500 | 35,000 | 1.69% | ||
| 4 | CapWealth Advisors, LLC | 1,000 | 14,000 | 0.68% |
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.
