| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOSTON FAMILY OFFICE LLC | 19,705 | 1,448,000 | 98.84% | ||
| 2 | Plante Moran Financial Advisors, LLC | 232 | 17,000 | 1.16% |
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.
