| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALDWIN WEALTH PARTNERS LLC/MA | 58,772 | 2,948,000 | 84.88% | ||
| 2 | Hemenway Trust Co LLC | 6,225 | 312,000 | 8.98% | ||
| 3 | Douglass Winthrop Advisors, LLC | 4,250 | 213,000 | 6.13% |
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.
