| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 36,023 | 1,354,000 | 44.21% | ||
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,042 | 1,242,000 | 40.55% | ||
| 3 | BTR CAPITAL MANAGEMENT INC | 6,375 | 240,000 | 7.84% | ||
| 4 | LMCG INVESTMENTS, LLC | 6,042 | 227,000 | 7.41% |
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.
