| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BRADLEY FOSTER & SARGENT INC/CT | 66,080 | 5,054,000 | 95.13% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 3,189 | 244,000 | 4.59% | ||
| 3 | QUADRANT CAPITAL GROUP LLC | 197 | 15,000 | 0.28% |
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.
