| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 1,544,502 | 16,248,000 | 98.79% | ||
| 2 | APPLETON PARTNERS INC/MA | 17,928 | 189,000 | 1.15% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 971 | 10,000 | 0.06% |
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.
