| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 74,283 | 1,685,000 | 45.30% | ||
| 2 | LPL Financial LLC | 49,911 | 1,141,000 | 30.67% | ||
| 3 | FULTON BANK, N.A. | 39,406 | 894,000 | 24.03% |
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.
