| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 75,949 | 5,821,000 | 71.34% | ||
| 2 | BOSTON FAMILY OFFICE LLC | 30,500 | 2,338,000 | 28.66% |
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.
