| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MA | 139,127 | 1,491,000 | 74.25% | ||
| 2 | DUBUQUE BANK & TRUST CO | 48,254 | 517,000 | 25.75% |
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.