| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 65,006 | 4,720,000 | 64.24% | ||
| 2 | BOSTON FAMILY OFFICE LLC | 32,893 | 2,388,000 | 32.50% | ||
| 3 | S&CO INC | 3,000 | 218,000 | 2.97% | ||
| 4 | Plante Moran Financial Advisors, LLC | 309 | 22,000 | 0.30% |
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.
