| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 505,553 | 10,384,000 | 91.88% | ||
| 2 | APPLETON PARTNERS INC/MA | 44,990 | 918,000 | 8.12% |
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.