| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Daniel Devine & Co | 176,460 | 5,948,000 | 42.12% | ||
| 2 | Birch Hill Investment Advisors LLC | 126,340 | 4,259,000 | 30.16% | ||
| 3 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 89,245 | 3,008,000 | 21.30% | ||
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 17,196 | 580,000 | 4.11% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 9,650 | 325,000 | 2.30% |
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.
