| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 52,314 | 653,000 | 57.28% | ||
| 2 | NEVILLE RODIE & SHAW INC | 26,249 | 328,000 | 28.77% | ||
| 3 | Hemenway Trust Co LLC | 12,752 | 159,000 | 13.95% |
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.
