| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PRIVATE ASSET MANAGEMENT INC | 5,491,588 | 5,492,000 | 92.23% | ||
| 2 | APPLETON PARTNERS INC/MA | 302,008 | 302,000 | 5.07% | ||
| 3 | Financial Management Professionals, Inc. | 161,853 | 161,000 | 2.70% |
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.
