| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 30,973 | 1,651,000 | 60.15% | ||
| 2 | BOSTON FAMILY OFFICE LLC | 20,525 | 1,094,000 | 39.85% |
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.
