| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 36,889 | 1,317,000 | 46.83% | ||
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 35,640 | 1,272,000 | 45.23% | ||
| 3 | BTR CAPITAL MANAGEMENT INC | 6,240 | 223,000 | 7.93% |
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.
