| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 67,701 | 3,986,000 | 75.72% | ||
| 2 | BOSTON FAMILY OFFICE LLC | 21,408 | 1,260,000 | 23.94% | ||
| 3 | Plante Moran Financial Advisors, LLC | 309 | 18,000 | 0.34% |
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.
