| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 105,889 | 3,666,000 | 44.39% | ||
| 2 | Page Arthur B | 40,783 | 1,412,000 | 17.10% | ||
| 3 | Janney Montgomery Scott LLC | 33,213 | 1,149,828 | 13.92% | ||
| 4 | Broderick Brian C | 29,078 | 1,007,000 | 12.19% | ||
| 5 | Hemenway Trust Co LLC | 17,900 | 620,000 | 7.51% | ||
| 6 | CARRET ASSET MANAGEMENT, LLC | 7,023 | 243,000 | 2.94% | ||
| 7 | Hirtle Callaghan & Co LLC | 4,623 | 160,000 | 1.94% |
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.
