| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | First American Bank | 721,101 | 26,782,000 | 99.00% | ||
| 2 | APPLETON PARTNERS INC/MA | 5,655 | 210,000 | 0.78% | ||
| 3 | MOTCO | 931 | 35,000 | 0.13% | ||
| 4 | Nelson Capital Management, LLC | 684 | 25,000 | 0.09% |
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.
