| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 68,181 | 4,566,000 | 72.78% | ||
| 2 | BOSTON FAMILY OFFICE LLC | 22,183 | 1,486,000 | 23.69% | ||
| 3 | S&CO INC | 3,000 | 201,000 | 3.20% | ||
| 4 | Plante Moran Financial Advisors, LLC | 309 | 21,000 | 0.33% |
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.
