| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 1,164,411 | 11,807,000 | 80.93% | ||
| 2 | Broderick Brian C | 225,519 | 2,287,000 | 15.68% | ||
| 3 | SOMERVILLE KURT F | 29,728 | 301,000 | 2.06% | ||
| 4 | LPL Financial LLC | 11,207 | 114,000 | 0.78% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 7,059 | 71,575 | 0.49% | ||
| 6 | GLENMEDE TRUST CO NA | 843 | 8,000 | 0.05% |
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.
