| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 25,786 | 1,079,000 | 53.82% | ||
| 2 | Buffington Mohr McNeal | 18,683 | 780,000 | 38.90% | ||
| 3 | GLENMEDE TRUST CO NA | 3,518 | 146,000 | 7.28% |
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.