| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Daniel Devine & Co | 176,460 | 6,338,000 | 43.83% | ||
| 2 | Birch Hill Investment Advisors LLC | 134,840 | 4,843,000 | 33.49% | ||
| 3 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 66,275 | 2,381,000 | 16.47% | ||
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 14,631 | 526,000 | 3.64% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 10,350 | 372,000 | 2.57% |
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.
