| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BREAKEFIELD BROENNIMAN LLC | 51,971 | 2,491,000 | 43.81% | ||
| 2 | BALDWIN WEALTH PARTNERS LLC/MA | 40,520 | 1,942,000 | 34.15% | ||
| 3 | Penbrook Management LLC | 12,500 | 599,000 | 10.53% | ||
| 4 | Hemenway Trust Co LLC | 8,355 | 400,000 | 7.03% | ||
| 5 | COLONY GROUP LLC | 5,300 | 254,000 | 4.47% |
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.
