| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GLENMEDE TRUST CO NA | 899 | 27,000 | 0.46% | ||
| 2 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 4,263 | 132,000 | 2.23% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 11,809 | 367,000 | 6.21% | ||
| 4 | LPL Financial LLC | 18,690 | 583,000 | 9.87% | ||
| 5 | Page Arthur B | 40,783 | 1,267,000 | 21.45% | ||
| 6 | Broderick Brian C | 55,610 | 1,727,000 | 29.24% | ||
| 7 | Hemenway Trust Co LLC | 58,085 | 1,804,000 | 30.54% |
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.
