| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 172,638 | 2,066,000 | 88.33% | ||
| 2 | Ledyard National Bank | 21,700 | 260,000 | 11.12% | ||
| 3 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 1,063 | 13,000 | 0.56% |
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.
