| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GLENMEDE TRUST CO NA | 899 | 27,000 | 0.82% | ||
| 2 | LPL Financial LLC | 10,218 | 314,000 | 9.52% | ||
| 3 | Hemenway Trust Co LLC | 44,943 | 1,399,000 | 42.43% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 50,047 | 1,557,458 | 47.23% |
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.