| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Daniel Devine & Co | 176,460 | 6,158,000 | 43.09% | ||
| 2 | Birch Hill Investment Advisors LLC | 126,340 | 4,409,000 | 30.85% | ||
| 3 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 88,380 | 3,084,000 | 21.58% | ||
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 18,302 | 639,000 | 4.47% |
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.
