| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 20,125 | 146,000 | 51.05% | ||
| 2 | FULTON BANK, N.A. | 19,314 | 140,000 | 48.95% |
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.
