| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 19,138 | 844,000 | 35.25% | ||
| 2 | Crestwood Advisors Group, LLC | 17,262 | 762,000 | 31.83% | ||
| 3 | Buffington Mohr McNeal | 14,777 | 652,000 | 27.23% | ||
| 4 | GLENMEDE TRUST CO NA | 2,306 | 101,000 | 4.22% | ||
| 5 | MOTCO | 794 | 35,000 | 1.46% |
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.
