| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 228,052 | 11,781,000 | 81.29% | ||
| 2 | CG Asset Management LLC | 41,130 | 2,125,000 | 14.66% | ||
| 3 | SVB WEALTH LLC | 11,355 | 587,000 | 4.05% |
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.
