| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 280,639 | 6,337,000 | 75.61% | ||
| 2 | APPLETON PARTNERS INC/MA | 76,559 | 1,716,000 | 20.47% | ||
| 3 | FULTON BANK, N.A. | 14,629 | 328,000 | 3.91% |
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.
