| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALDWIN WEALTH PARTNERS LLC/MA | 48,355 | 2,298,000 | 79.27% | ||
| 2 | Hemenway Trust Co LLC | 7,340 | 349,000 | 12.04% | ||
| 3 | COLONY GROUP LLC | 5,300 | 252,000 | 8.69% |
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.
