| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BREAKEFIELD BROENNIMAN LLC | 53,480 | 2,553,000 | 82.76% | ||
| 2 | MYCIO WEALTH PARTNERS, LLC | 6,900 | 329,000 | 10.66% | ||
| 3 | Douglass Winthrop Advisors, LLC | 4,250 | 203,000 | 6.58% |
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.
