| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 71,705 | 2,592,000 | 59.12% | ||
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 43,317 | 1,566,000 | 35.72% | ||
| 3 | BTR CAPITAL MANAGEMENT INC | 6,240 | 226,000 | 5.16% |
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.
