| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 23,357 | 161,000 | 53.67% | ||
| 2 | APPLETON PARTNERS INC/MA | 20,125 | 139,000 | 46.33% |
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.