| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 149,580 | 2,236,000 | 40.78% | ||
| 2 | Broderick Brian C | 110,418 | 1,646,000 | 30.02% | ||
| 3 | Hemenway Trust Co LLC | 63,292 | 944,000 | 17.22% | ||
| 4 | SOMERVILLE KURT F | 23,247 | 346,000 | 6.31% | ||
| 5 | CAPSTONE ASSET MANAGEMENT CO | 11,522 | 172,000 | 3.14% | ||
| 6 | Buffington Mohr McNeal | 7,689 | 115,000 | 2.10% | ||
| 7 | HIGH POINT BANK & TRUST CO | 1,621 | 24,000 | 0.44% |
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.
