| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 24,519 | 172,000 | 54.95% | ||
| 2 | APPLETON PARTNERS INC/MA | 20,125 | 141,000 | 45.05% |
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.