| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 65,776 | 4,516,000 | 63.08% | ||
| 2 | BOSTON FAMILY OFFICE LLC | 34,671 | 2,381,000 | 33.26% | ||
| 3 | S&CO INC | 3,000 | 206,000 | 2.88% | ||
| 4 | Plante Moran Financial Advisors, LLC | 811 | 56,000 | 0.78% |
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.
