| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 34,985 | 1,322,000 | 45.03% | ||
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 30,663 | 1,159,000 | 39.48% | ||
| 3 | BTR CAPITAL MANAGEMENT INC | 6,375 | 241,000 | 8.21% | ||
| 4 | LMCG INVESTMENTS, LLC | 5,657 | 214,000 | 7.29% |
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.
