| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALDWIN WEALTH PARTNERS LLC/MA | 48,165 | 2,202,000 | 79.78% | ||
| 2 | Hemenway Trust Co LLC | 6,910 | 316,000 | 11.45% | ||
| 3 | COLONY GROUP LLC | 5,300 | 242,000 | 8.77% |
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.
