| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 34,532 | 1,361,000 | 44.74% | ||
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 30,642 | 1,207,000 | 39.68% | ||
| 3 | BTR CAPITAL MANAGEMENT INC | 6,375 | 251,000 | 8.25% | ||
| 4 | LMCG INVESTMENTS, LLC | 5,657 | 223,000 | 7.33% |
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.
