| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 1,013 | 54,000 | 1.78% | ||
| 2 | NEVILLE RODIE & SHAW INC | 4,831 | 258,000 | 8.50% | ||
| 3 | CARRET ASSET MANAGEMENT, LLC | 11,240 | 600,000 | 19.76% | ||
| 4 | Hemenway Trust Co LLC | 12,016 | 641,000 | 21.11% | ||
| 5 | FULTON BANK, N.A. | 12,417 | 663,000 | 21.83% | ||
| 6 | GLENMEDE TRUST CO NA | 15,399 | 821,000 | 27.03% |
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.
