| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 31,299 | 1,746,000 | 59.21% | ||
| 2 | BOSTON FAMILY OFFICE LLC | 21,256 | 1,186,000 | 40.22% | ||
| 3 | Plante Moran Financial Advisors, LLC | 309 | 17,000 | 0.58% |
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.
